Woodmont Investment Counsel’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 | $1.67M | Sell |
65,336
-393
| -0.6% | -$10.1K | 0.11% | 121 |
|
|
2025
Q1 | $1.68M | Hold |
65,729
| – | – | 0.12% | 111 |
|
|
2024
Q4 | $1.67M | Buy |
65,729
+6,741
| +11% | +$172K | 0.12% | 111 |
|
|
2024
Q3 | $1.51M | Buy |
58,988
+5,091
| +9% | +$131K | 0.11% | 113 |
|
|
2024
Q2 | $1.36M | Buy |
53,897
+4,121
| +8% | +$104K | 0.11% | 114 |
|
|
2024
Q1 | $1.26M | Buy |
49,776
+276
| +0.6% | +$7K | 0.11% | 125 |
|
|
2023
Q4 | $1.26M | Sell |
49,500
-2,000
| -4% | -$51K | 0.12% | 115 |
|
|
2023
Q3 | $1.28M | Buy |
51,500
+5,500
| +12% | +$136K | 0.14% | 111 |
|
|
2023
Q2 | $1.16M | Buy |
46,000
+2,000
| +5% | +$50.4K | 0.12% | 120 |
|
|
2023
Q1 | $1.12M | Hold |
44,000
| – | – | 0.12% | 122 |
|
|
2022
Q4 | $1.11M | Hold |
44,000
| – | – | 0.13% | 120 |
|
|
2022
Q3 | $1.08M | Buy |
44,000
+4,000
| +10% | +$98.5K | 0.14% | 122 |
|
|
2022
Q2 | $1.01M | Buy |
40,000
+3,525
| +10% | +$89.4K | 0.13% | 124 |
|
|
2022
Q1 | $930K | Buy |
+36,475
| New | +$930K | 0.11% | 139 |
|