WJ Wealth 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 | $312K | Sell |
12,179
-31,144
| -72% | -$798K | 0.1% | 81 |
|
|
2025
Q1 | $1.11M | Sell |
43,323
-21,200
| -33% | -$542K | 0.39% | 39 |
|
|
2024
Q4 | $1.64M | Hold |
64,523
| – | – | 0.57% | 30 |
|
|
2024
Q3 | $1.66M | Sell |
64,523
-1,569
| -2% | -$40.3K | 0.58% | 28 |
|
|
2024
Q2 | $1.67M | Sell |
66,092
-4,000
| -6% | -$101K | 0.61% | 30 |
|
|
2024
Q1 | $1.78M | Buy |
70,092
+2,055
| +3% | +$52.1K | 0.71% | 32 |
|
|
2023
Q4 | $1.74M | Buy |
68,037
+21,000
| +45% | +$536K | 0.75% | 32 |
|
|
2023
Q3 | $1.17M | Sell |
47,037
-1,710
| -4% | -$42.4K | 0.57% | 32 |
|
|
2023
Q2 | $1.23M | Buy |
48,747
+14,264
| +41% | +$359K | 0.58% | 31 |
|
|
2023
Q1 | $880K | Sell |
34,483
-26,829
| -44% | -$685K | 0.6% | 32 |
|
|
2022
Q4 | $1.55M | Buy |
61,312
+2,825
| +5% | +$71.2K | 0.9% | 21 |
|
|
2022
Q3 | $1.44M | Buy |
58,487
+22,682
| +63% | +$559K | 0.9% | 23 |
|
|
2022
Q2 | $906K | Buy |
+35,805
| New | +$906K | 0.64% | 22 |
|