WSTAM
Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $18.4M | Buy |
724,213
+27,538
| +4% | +$698K | 0.51% | 45 |
|
|
2023
Q4 | $17.8M | Buy |
696,675
+44,565
| +7% | +$1.14M | 0.54% | 41 |
|
|
2023
Q3 | $16.2M | Buy |
652,110
+51,593
| +9% | +$1.28M | 0.56% | 38 |
|
|
2023
Q2 | $15.1M | Buy |
600,517
+24,693
| +4% | +$622K | 0.5% | 47 |
|
|
2023
Q1 | $14.7M | Buy |
575,824
+12,369
| +2% | +$316K | 0.51% | 45 |
|
|
2022
Q4 | $14.2M | Buy |
563,455
+46,014
| +9% | +$1.16M | 0.54% | 41 |
|
|
2022
Q3 | $12.7M | Buy |
517,441
+178,099
| +52% | +$4.39M | 0.55% | 37 |
|
|
2022
Q2 | $8.6M | Buy |
339,342
+3,765
| +1% | +$95.4K | 0.36% | 70 |
|
|
2022
Q1 | $8.38M | Buy |
335,577
+59,840
| +22% | +$1.49M | 0.34% | 73 |
|
|
2021
Q4 | $7.41M | Buy |
275,737
+21,586
| +8% | +$580K | 0.26% | 90 |
|
|
2021
Q3 | $6.83M | Buy |
254,151
+37,048
| +17% | +$996K | 0.27% | 92 |
|
|
2021
Q2 | $5.86M | Buy |
217,103
+53,277
| +33% | +$1.44M | 0.23% | 99 |
|
|
2021
Q1 | $4.4M | Buy |
163,826
+18,296
| +13% | +$491K | 0.19% | 102 |
|
|
2020
Q4 | $3.94M | Buy |
145,530
+53,420
| +58% | +$1.45M | 0.19% | 103 |
|
|
2020
Q3 | $2.48M | Buy |
92,110
+78,867
| +596% | +$2.12M | 0.13% | 120 |
|
|
2020
Q2 | $353K | Buy |
+13,243
| New | +$353K | 0.02% | 283 |
|