Stifel Financial’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 | $1.95M | Buy |
76,019
+5,783
| +8% | +$148K | ﹤0.01% | 1979 |
|
|
2025
Q4 | $1.8M | Sell |
70,236
-68,927
| -50% | -$1.77M | ﹤0.01% | 2005 |
|
|
2025
Q3 | $3.57M | Buy |
139,163
+7,936
| +6% | +$204K | ﹤0.01% | 1492 |
|
|
2025
Q2 | $3.36M | Buy |
131,227
+6,093
| +5% | +$155K | ﹤0.01% | 1479 |
|
|
2025
Q1 | $3.2M | Buy |
125,134
+18,796
| +18% | +$480K | ﹤0.01% | 1439 |
|
|
2024
Q4 | $2.71M | Buy |
106,338
+23,370
| +28% | +$597K | ﹤0.01% | 1580 |
|
|
2024
Q3 | $2.13M | Buy |
82,968
+1,970
| +2% | +$50.3K | ﹤0.01% | 1723 |
|
|
2024
Q2 | $2.05M | Buy |
80,998
+4,721
| +6% | +$119K | ﹤0.01% | 1705 |
|
|
2024
Q1 | $1.93M | Buy |
+76,277
| New | +$1.94M | ﹤0.01% | 1746 |
|
|
2023
Q3 | – | Sell |
-183,715
| Closed | -$4.63M | – | 3341 |
|
|
2023
Q2 | $4.63M | Buy |
183,715
+4,161
| +2% | +$105K | 0.01% | 1083 |
|
|
2023
Q1 | $4.58M | Buy |
+179,554
| New | +$4.55M | 0.01% | 1073 |
|
|
2022
Q4 | – | Sell |
-11,271
| Closed | -$278K | – | 3339 |
|
|
2022
Q3 | $278K | Sell |
11,271
-48,720
| -81% | -$1.24M | ﹤0.01% | 2761 |
|
|
2022
Q2 | $1.52M | Buy |
59,991
+6,476
| +12% | +$163K | ﹤0.01% | 1689 |
|
|
2022
Q1 | $1.36M | Buy |
53,515
+14,974
| +39% | +$391K | ﹤0.01% | 1896 |
|
|
2021
Q4 | $1.04M | Buy |
38,541
+15,254
| +66% | +$410K | ﹤0.01% | 2099 |
|
|
2021
Q3 | $626K | Sell |
23,287
-30,897
| -57% | -$836K | ﹤0.01% | 2445 |
|
|
2021
Q2 | $1.46M | Buy |
54,184
+34,240
| +172% | +$923K | ﹤0.01% | 1819 |
|
|
2021
Q1 | $535K | Sell |
19,944
-13,593
| -41% | -$367K | ﹤0.01% | 2444 |
|
|
2020
Q4 | $908K | Buy |
33,537
+4,507
| +16% | +$122K | ﹤0.01% | 1913 |
|
|
2020
Q3 | $781K | Buy |
29,030
+17,231
| +146% | +$464K | ﹤0.01% | 1803 |
|
|
2020
Q2 | $315K | Sell |
11,799
-289
| -2% | -$7.58K | ﹤0.01% | 2327 |
|
|
2020
Q1 | $311K | Buy |
12,088
+206
| +2% | +$5.37K | ﹤0.01% | 2161 |
|
|
2019
Q4 | $307K | Buy |
11,882
+2,187
| +23% | +$56.7K | ﹤0.01% | 2525 |
|
|
2019
Q3 | $253K | Buy |
+9,695
| New | +$252K | ﹤0.01% | 2533 |
|
Other funds holding IBMO
RPC
NA
LIA
KCM
