SPA
Sentinel Pension Advisors’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 | $1.76M | Sell |
68,613
-139
| -0.2% | -$3.56K | 0.3% | 42 |
|
|
2025
Q1 | $1.76M | Buy |
68,752
+924
| +1% | +$23.6K | 0.32% | 41 |
|
|
2024
Q4 | $1.73M | Buy |
67,828
+514
| +0.8% | +$13.1K | 0.32% | 42 |
|
|
2024
Q3 | $1.73M | Buy |
67,314
+573
| +0.9% | +$14.7K | 0.33% | 45 |
|
|
2024
Q2 | $1.69M | Sell |
66,741
-304
| -0.5% | -$7.7K | 0.35% | 43 |
|
|
2024
Q1 | $1.7M | Buy |
67,045
+1,316
| +2% | +$33.4K | 0.36% | 39 |
|
|
2023
Q4 | $1.68M | Sell |
65,729
-1,618
| -2% | -$41.3K | 0.4% | 38 |
|
|
2023
Q3 | $1.67M | Buy |
67,347
+3,822
| +6% | +$94.8K | 0.41% | 39 |
|
|
2023
Q2 | $1.6M | Buy |
63,525
+1,429
| +2% | +$36K | 0.39% | 39 |
|
|
2023
Q1 | $1.59M | Buy |
62,096
+1,182
| +2% | +$30.2K | 0.4% | 37 |
|
|
2022
Q4 | $1.54M | Buy |
60,914
+16,259
| +36% | +$410K | 0.48% | 35 |
|
|
2022
Q3 | $1.1M | Buy |
44,655
+5,376
| +14% | +$132K | 0.38% | 44 |
|
|
2022
Q2 | $995K | Buy |
39,279
+68
| +0.2% | +$1.72K | 0.33% | 46 |
|
|
2022
Q1 | $1M | Sell |
39,211
-5,699
| -13% | -$145K | 0.34% | 48 |
|
|
2021
Q4 | $1.21M | Buy |
44,910
+5,815
| +15% | +$156K | 0.38% | 43 |
|
|
2021
Q3 | $1.05M | Buy |
39,095
+21,368
| +121% | +$574K | 0.36% | 44 |
|
|
2021
Q2 | $478K | Buy |
17,727
+28
| +0.2% | +$755 | 0.17% | 60 |
|
|
2021
Q1 | $475K | Buy |
17,699
+21
| +0.1% | +$564 | 0.17% | 49 |
|
|
2020
Q4 | $479K | Sell |
17,678
-5,689
| -24% | -$154K | 0.18% | 52 |
|
|
2020
Q3 | $629K | Buy |
23,367
+5,782
| +33% | +$156K | 0.24% | 48 |
|
|
2020
Q2 | $469K | Buy |
+17,585
| New | +$469K | 0.2% | 50 |
|