Steward Partners Investment Advisory’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 | $217K | Hold |
8,474
| – | – | ﹤0.01% | 1729 |
|
|
2025
Q1 | $217K | Hold |
8,474
| – | – | ﹤0.01% | 1605 |
|
|
2024
Q4 | $216K | Hold |
8,474
| – | – | ﹤0.01% | 1565 |
|
|
2024
Q3 | $217K | Hold |
8,474
| – | – | ﹤0.01% | 1491 |
|
|
2024
Q2 | $215K | Hold |
8,474
| – | – | ﹤0.01% | 1413 |
|
|
2024
Q1 | $215K | Hold |
8,474
| – | – | ﹤0.01% | 1399 |
|
|
2023
Q4 | $216K | Buy |
+8,474
| New | +$216K | ﹤0.01% | 1349 |
|