Sigma Investment Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Hold |
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|
2025
Q2 | $256K | Hold |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $330K | Buy |
|
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $312K | Hold |
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|
2022
Q2 | $321K | Sell |
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|
2022
Q1 | $395K | Hold |
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|
2021
Q4 | $417K | Buy |
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|
2021
Q3 | $404K | Hold |
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|
2021
Q2 | $405K | Hold |
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|
2021
Q1 | $403K | Hold |
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|
2020
Q4 | $407K | Buy |
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