SWM
Scissortail Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
55,165
-9,738
| -15% | -$250K | 0.34% | 59 |
|
|
2025
Q1 | $1.66M | Sell |
64,903
-3,960
| -6% | -$101K | 0.43% | 59 |
|
|
2024
Q4 | $1.75M | Buy |
68,863
+68,817
| +149,602% | +$1.75M | 0.45% | 56 |
|
|
2024
Q3 | $1.77M | Sell |
46
-56,540
| -100% | -$2.17B | 0.43% | 58 |
|
|
2024
Q2 | $1.43M | Sell |
56,586
-1,049
| -2% | -$26.6K | 0.37% | 60 |
|
|
2024
Q1 | $1.46M | Sell |
57,635
-2,801
| -5% | -$71K | 0.39% | 59 |
|
|
2023
Q4 | $1.54M | Buy |
+60,436
| New | +$1.54M | 0.49% | 51 |
|