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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$217K Hold
2025
Q1
$217K Hold
2024
Q4
$216K Hold
2024
Q3
$217K Hold
2024
Q2
$215K Hold
2024
Q1
$215K Hold
2023
Q4
$216K Buy