Tradition Wealth Management’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
2024 Q1	–	Sell	-1,846	Closed	-$47K	–	757
2023 Q4	$47K	Buy	1,846 +7	+0.4%	+$176	﹤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%	+$100	﹤0.01%	648
2022 Q3	$30K	Buy	1,221 +3	+0.2%	+$76	﹤0.01%	651
2022 Q2	$31K	Buy	1,218 +2	+0.2%	+$50	﹤0.01%	561
2022 Q1	$31K	Buy	1,216 +401	+49%	+$10.5K	﹤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	+$21.9K	﹤0.01%	618