Wilbanks Smith & Thomas Asset 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	$18.4M	Buy	724,213 +27,538	+4%	+$700K	0.51%	45
2023 Q4	$17.8M	Buy	696,675 +44,565	+7%	+$1.12M	0.54%	41
2023 Q3	$16.2M	Buy	652,110 +51,593	+9%	+$1.29M	0.56%	38
2023 Q2	$15.1M	Buy	600,517 +24,693	+4%	+$623K	0.5%	47
2023 Q1	$14.7M	Buy	575,824 +12,369	+2%	+$314K	0.51%	45
2022 Q4	$14.2M	Buy	563,455 +46,014	+9%	+$1.15M	0.54%	41
2022 Q3	$12.7M	Buy	517,441 +178,099	+52%	+$4.52M	0.55%	37
2022 Q2	$8.6M	Buy	339,342 +3,765	+1%	+$94.8K	0.36%	70
2022 Q1	$8.38M	Buy	335,577 +59,840	+22%	+$1.56M	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%	+$1M	0.27%	92
2021 Q2	$5.86M	Buy	217,103 +53,277	+33%	+$1.44M	0.23%	99
2021 Q1	$4.39M	Buy	163,826 +18,296	+13%	+$494K	0.19%	102
2020 Q4	$3.94M	Buy	145,530 +53,420	+58%	+$1.44M	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	+$348K	0.02%	283