UBS Group’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 | $9.77M | Sell |
381,308
-40,138
| -10% | -$1.03M | ﹤0.01% | 3377 |
|
|
2025
Q4 | $10.8M | Sell |
421,446
-19,592
| -4% | -$502K | ﹤0.01% | 3210 |
|
|
2025
Q3 | $11.3M | Sell |
441,038
-6,431
| -1% | -$165K | ﹤0.01% | 3159 |
|
|
2025
Q2 | $11.5M | Sell |
447,469
-21,451
| -5% | -$547K | ﹤0.01% | 2944 |
|
|
2025
Q1 | $12M | Sell |
468,920
-184,787
| -28% | -$4.72M | ﹤0.01% | 2851 |
|
|
2024
Q4 | $16.6M | Sell |
653,707
-98,341
| -13% | -$2.51M | ﹤0.01% | 2526 |
|
|
2024
Q3 | $19.3M | Buy |
752,048
+22,210
| +3% | +$567K | 0.01% | 1861 |
|
|
2024
Q2 | $18.5M | Buy |
729,838
+70,868
| +11% | +$1.79M | 0.01% | 1750 |
|
|
2024
Q1 | $16.7M | Buy |
658,970
+256,668
| +64% | +$6.53M | 0.01% | 1839 |
|
|
2023
Q4 | $10.3M | Buy |
402,302
+109,769
| +38% | +$2.75M | ﹤0.01% | 2075 |
|
|
2023
Q3 | $7.26M | Buy |
292,533
+39,813
| +16% | +$998K | ﹤0.01% | 2238 |
|
|
2023
Q2 | $6.36M | Buy |
252,720
+12,143
| +5% | +$307K | ﹤0.01% | 2348 |
|
|
2023
Q1 | $6.14M | Sell |
240,577
-48,337
| -17% | -$1.23M | ﹤0.01% | 2322 |
|
|
2022
Q4 | $7.28M | Sell |
288,914
-167,866
| -37% | -$4.19M | ﹤0.01% | 2155 |
|
|
2022
Q3 | $11.3M | Buy |
456,780
+40,754
| +10% | +$1.03M | 0.01% | 1689 |
|
|
2022
Q2 | $10.5M | Buy |
416,026
+327,883
| +372% | +$8.26M | 0.01% | 1778 |
|
|
2022
Q1 | $2.25M | Sell |
88,143
-117,348
| -57% | -$3.07M | ﹤0.01% | 3324 |
|
|
2021
Q4 | $5.52M | Buy |
205,491
+4,338
| +2% | +$116K | ﹤0.01% | 2717 |
|
|
2021
Q3 | $5.41M | Sell |
201,153
-2,609
| -1% | -$70.6K | ﹤0.01% | 2588 |
|
|
2021
Q2 | $5.5M | Buy |
203,762
+166,358
| +445% | +$4.48M | ﹤0.01% | 2577 |
|
|
2021
Q1 | $1M | Buy |
37,404
+8,444
| +29% | +$228K | ﹤0.01% | 4240 |
|
|
2020
Q4 | $784K | Buy |
28,960
+4,489
| +18% | +$121K | ﹤0.01% | 4215 |
|
|
2020
Q3 | $659K | Buy |
24,471
+4,062
| +20% | +$109K | ﹤0.01% | 3962 |
|
|
2020
Q2 | $544K | Buy |
20,409
+7,227
| +55% | +$190K | ﹤0.01% | 4061 |
|
|
2020
Q1 | $340K | Buy |
13,182
+7,360
| +126% | +$192K | ﹤0.01% | 4307 |
|
|
2019
Q4 | $151K | Buy |
+5,822
| New | +$151K | ﹤0.01% | 5772 |
|
Other funds holding IBMO
RPC
NA
LIA
KCM
