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 Q4	–	Sell	-10,000	Closed	-$257K	–	207
2025 Q3	$257K	Hold	10,000	–	–	0.01%	182
2025 Q2	$256K	Hold	10,000	–	–	0.01%	180
2025 Q1	$256K	Sell	10,000 -2,400	-19%	-$61.3K	0.02%	170
2024 Q4	$316K	Sell	12,400 -471	-4%	-$12K	0.02%	158
2024 Q3	$330K	Buy	12,871 +255	+2%	+$6.51K	0.02%	154
2024 Q2	$319K	Hold	12,616	–	–	0.02%	152
2024 Q1	$320K	Sell	12,616 -264	-2%	-$6.71K	0.02%	156
2023 Q4	$329K	Hold	12,880	–	–	0.02%	159
2023 Q3	$320K	Hold	12,880	–	–	0.02%	157
2023 Q2	$324K	Hold	12,880	–	–	0.02%	150
2023 Q1	$329K	Buy	12,880 +230	+2%	+$5.83K	0.03%	154
2022 Q4	$319K	Hold	12,650	–	–	0.03%	148
2022 Q3	$312K	Hold	12,650	–	–	0.03%	144
2022 Q2	$321K	Sell	12,650 -2,850	-18%	-$71.8K	0.03%	145
2022 Q1	$395K	Hold	15,500	–	–	0.03%	142
2021 Q4	$417K	Buy	15,500 +475	+3%	+$12.8K	0.03%	137
2021 Q3	$404K	Hold	15,025	–	–	0.03%	134
2021 Q2	$405K	Hold	15,025	–	–	0.03%	133
2021 Q1	$403K	Hold	15,025	–	–	0.03%	133
2020 Q4	$407K	Buy	+15,025	New	+$405K	0.04%	129