Stratos Wealth Partners’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 | $880K | Sell |
34,352
-9,961
| -22% | -$255K | 0.01% | 733 |
|
|
2025
Q1 | $1.13M | Buy |
44,313
+30
| +0.1% | +$767 | 0.02% | 616 |
|
|
2024
Q4 | $1.13M | Buy |
44,283
+44
| +0.1% | +$1.12K | 0.02% | 651 |
|
|
2024
Q3 | $1.13M | Buy |
44,239
+5,817
| +15% | +$149K | 0.02% | 632 |
|
|
2024
Q2 | $973K | Buy |
38,422
+17,965
| +88% | +$455K | 0.02% | 656 |
|
|
2024
Q1 | $519K | Buy |
20,457
+21
| +0.1% | +$532 | 0.01% | 879 |
|
|
2023
Q4 | $521K | Buy |
20,436
+2,455
| +14% | +$62.6K | 0.01% | 865 |
|
|
2023
Q3 | $446K | Buy |
+17,981
| New | +$446K | 0.01% | 861 |
|