Sonata Capital Group’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 | $2.44M | Hold |
95,287
| – | – | 0.98% | 27 |
|
|
2025
Q1 | $2.44M | Hold |
95,287
| – | – | 1.06% | 25 |
|
|
2024
Q4 | $2.43M | Buy |
95,287
+18,897
| +25% | +$481K | 1% | 26 |
|
|
2024
Q3 | $1.96M | Buy |
+76,390
| New | +$1.96M | 0.83% | 31 |
|
|
2024
Q2 | – | Sell |
-69,530
| Closed | -$1.76M | – | 103 |
|
|
2024
Q1 | $1.76M | Buy |
+69,530
| New | +$1.76M | 0.8% | 31 |
|