Tradition Wealth Management’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 |
-1,846
| Closed | -$47K | – | 758 |
|
|
2023
Q4 | $47K | Buy |
1,846
+7
| +0.4% | +$178 | ﹤0.01% | 642 |
|
|
2023
Q3 | $46K | Buy |
1,839
+606
| +49% | +$15.2K | 0.01% | 624 |
|
|
2023
Q2 | $31K | Buy |
1,233
+4
| +0.3% | +$101 | ﹤0.01% | 758 |
|
|
2023
Q1 | $31K | Buy |
1,229
+4
| +0.3% | +$101 | ﹤0.01% | 735 |
|
|
2022
Q4 | $31K | Buy |
1,225
+4
| +0.3% | +$101 | ﹤0.01% | 648 |
|
|
2022
Q3 | $30K | Buy |
1,221
+3
| +0.2% | +$74 | ﹤0.01% | 651 |
|
|
2022
Q2 | $31K | Buy |
1,218
+2
| +0.2% | +$51 | ﹤0.01% | 561 |
|
|
2022
Q1 | $31K | Buy |
1,216
+401
| +49% | +$10.2K | ﹤0.01% | 619 |
|
|
2021
Q4 | $22K | Buy |
815
+2
| +0.2% | +$54 | ﹤0.01% | 705 |
|
|
2021
Q3 | $22K | Buy |
813
+1
| +0.1% | +$27 | ﹤0.01% | 701 |
|
|
2021
Q2 | $22K | Buy |
812
+1
| +0.1% | +$27 | ﹤0.01% | 736 |
|
|
2021
Q1 | $22K | Buy |
+811
| New | +$22K | ﹤0.01% | 618 |
|