Spinnaker Trust’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 | $1.22M | Buy |
47,700
+2,615
| +6% | +$67K | 0.07% | 134 |
|
|
2025
Q1 | $1.15M | Buy |
45,085
+11,060
| +33% | +$283K | 0.08% | 135 |
|
|
2024
Q4 | $866K | Buy |
34,025
+3,059
| +10% | +$77.9K | 0.05% | 154 |
|
|
2024
Q3 | $794K | Sell |
30,966
-935
| -3% | -$24K | 0.05% | 162 |
|
|
2024
Q2 | $808K | Sell |
31,901
-291
| -0.9% | -$7.37K | 0.05% | 158 |
|
|
2024
Q1 | $816K | Buy |
32,192
+20,246
| +169% | +$513K | 0.05% | 151 |
|
|
2023
Q4 | $305K | Buy |
+11,946
| New | +$305K | 0.02% | 233 |
|