Sentinel Pension Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$556K	Sell	21,703 -47,328	-69%	-$1.21M	0.08%	85
2025 Q4	$1.77M	Buy	69,031 +400	+0.6%	+$10.2K	0.27%	42
2025 Q3	$1.76M	Buy	68,631 +18	+0%	+$462	0.28%	43
2025 Q2	$1.76M	Sell	68,613 -139	-0.2%	-$3.55K	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%	+$14.6K	0.33%	45
2024 Q2	$1.69M	Sell	66,741 -304	-0.5%	-$7.67K	0.35%	43
2024 Q1	$1.7M	Buy	67,045 +1,316	+2%	+$33.5K	0.36%	39
2023 Q4	$1.68M	Sell	65,729 -1,618	-2%	-$40.6K	0.4%	38
2023 Q3	$1.67M	Buy	67,347 +3,822	+6%	+$95.8K	0.41%	39
2023 Q2	$1.6M	Buy	63,525 +1,429	+2%	+$36.1K	0.39%	39
2023 Q1	$1.59M	Buy	62,096 +1,182	+2%	+$30K	0.4%	37
2022 Q4	$1.54M	Buy	60,914 +16,259	+36%	+$405K	0.48%	35
2022 Q3	$1.1M	Buy	44,655 +5,376	+14%	+$136K	0.38%	44
2022 Q2	$995K	Buy	39,279 +68	+0.2%	+$1.71K	0.33%	46
2022 Q1	$1M	Sell	39,211 -5,699	-13%	-$149K	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%	+$578K	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%	+$567	0.17%	49
2020 Q4	$479K	Sell	17,678 -5,689	-24%	-$153K	0.18%	52
2020 Q3	$629K	Buy	23,367 +5,782	+33%	+$156K	0.24%	48
2020 Q2	$469K	Buy	+17,585	New	+$462K	0.2%	50