WealthBridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
15,433
+773
| +5% | +$19.8K | 0.1% | 141 |
|
|
2025
Q1 | $375K | Buy |
14,660
+302
| +2% | +$7.72K | 0.11% | 130 |
|
|
2024
Q4 | $366K | Buy |
14,358
+1,470
| +11% | +$37.4K | 0.1% | 130 |
|
|
2024
Q3 | $331K | Buy |
12,888
+3,810
| +42% | +$97.7K | 0.09% | 143 |
|
|
2024
Q2 | $230K | Sell |
9,078
-2,029
| -18% | -$51.4K | 0.08% | 165 |
|
|
2024
Q1 | $282K | Sell |
11,107
-120
| -1% | -$3.04K | 0.09% | 138 |
|
|
2023
Q4 | $286K | Sell |
11,227
-826
| -7% | -$21.1K | 0.11% | 125 |
|
|
2023
Q3 | $299K | Sell |
12,053
-437
| -3% | -$10.8K | 0.12% | 121 |
|
|
2023
Q2 | $315K | Buy |
12,490
+31
| +0.2% | +$781 | 0.13% | 126 |
|
|
2023
Q1 | $318K | Buy |
12,459
+1,813
| +17% | +$46.3K | 0.13% | 134 |
|
|
2022
Q4 | $268K | Buy |
+10,646
| New | +$268K | 0.11% | 155 |
|