Sigma Investment Counselors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$6.54K | 0.02% | 154 |
|
|
2024
Q2 | $319K | Hold |
12,616
| – | – | 0.02% | 152 |
|
|
2024
Q1 | $320K | Sell |
12,616
-264
| -2% | -$6.69K | 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% | +$5.87K | 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% | -$72.3K | 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 | +$407K | 0.04% | 129 |
|