Stratos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,921
| Closed | -$789K | – | 691 |
|
|
2023
Q4 | $789K | Buy |
30,921
+4,757
| +18% | +$121K | 0.05% | 374 |
|
|
2023
Q3 | $649K | Buy |
26,164
+548
| +2% | +$13.6K | 0.04% | 384 |
|
|
2023
Q2 | $645K | Buy |
25,616
+14
| +0.1% | +$353 | 0.05% | 381 |
|
|
2023
Q1 | $654K | Buy |
25,602
+7,249
| +39% | +$185K | 0.05% | 373 |
|
|
2022
Q4 | $463K | Buy |
+18,353
| New | +$463K | 0.04% | 416 |
|