Signature Wealth Management Group’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	$1.33M	Sell	51,811 -5,786	-10%	-$148K	0.5%	53
2025 Q4	$1.48M	Sell	57,597 -1,765	-3%	-$45.2K	0.6%	58
2025 Q3	$1.52M	Sell	59,362 -115	-0.2%	-$2.95K	0.59%	58
2025 Q2	$1.52M	Buy	59,477 +784	+1%	+$20K	0.6%	62
2025 Q1	$1.5M	Sell	58,693 -459	-0.8%	-$11.7K	0.58%	64
2024 Q4	$1.51M	Buy	59,152 +544	+0.9%	+$13.9K	0.61%	65
2024 Q3	$1.5M	Sell	58,608 -2,099	-3%	-$53.6K	0.6%	60
2024 Q2	$1.54M	Sell	60,707 -139	-0.2%	-$3.51K	0.67%	58
2024 Q1	$1.53M	Buy	60,846 +5,319	+10%	+$135K	0.7%	51
2023 Q4	$1.42M	Buy	+55,527	New	+$1.39M	0.65%	53
2023 Q2	$1.42M	Buy	56,508 +1,921	+4%	+$48.5K	0.66%	48
2023 Q1	$1.39M	Buy	54,587 +1,264	+2%	+$32.1K	0.66%	49
2022 Q4	$1.34M	Buy	53,323 +12,342	+30%	+$308K	0.66%	53
2022 Q3	$1.01M	Buy	40,981 +19,814	+94%	+$503K	0.51%	64
2022 Q2	$536K	Buy	+21,167	New	+$533K	0.26%	69