WrapManager Inc’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 | $356K | Sell |
13,881
-634
| -4% | -$16.2K | 0.09% | 139 |
|
2025
Q1 | $371K | Sell |
14,515
-460
| -3% | -$11.8K | 0.1% | 132 |
|
2024
Q4 | $381K | Sell |
14,975
-28
| -0.2% | -$713 | 0.1% | 132 |
|
2024
Q3 | $385K | Sell |
15,003
-503
| -3% | -$12.9K | 0.1% | 136 |
|
2024
Q2 | $393K | Buy |
15,506
+88
| +0.6% | +$2.23K | 0.11% | 142 |
|
2024
Q1 | $391K | Buy |
15,418
+550
| +4% | +$13.9K | 0.11% | 157 |
|
2023
Q4 | $379K | Buy |
14,868
+1,750
| +13% | +$44.6K | 0.11% | 169 |
|
2023
Q3 | $325K | Sell |
13,118
-413
| -3% | -$10.2K | 0.1% | 180 |
|
2023
Q2 | $341K | Sell |
13,531
-1,381
| -9% | -$34.8K | 0.1% | 191 |
|
2023
Q1 | $381K | Sell |
14,912
-361
| -2% | -$9.22K | 0.12% | 184 |
|
2022
Q4 | $385K | Buy |
15,273
+2,913
| +24% | +$73.4K | 0.12% | 169 |
|
2022
Q3 | $304K | Sell |
12,360
-143
| -1% | -$3.52K | 0.1% | 199 |
|
2022
Q2 | $317K | Sell |
12,503
-60
| -0.5% | -$1.52K | 0.1% | 209 |
|
2022
Q1 | $320K | Hold |
12,563
| – | – | 0.09% | 226 |
|
2021
Q4 | $338K | Sell |
12,563
-294
| -2% | -$7.91K | 0.08% | 228 |
|
2021
Q3 | $346K | Sell |
12,857
-87
| -0.7% | -$2.34K | 0.09% | 208 |
|
2021
Q2 | $349K | Hold |
12,944
| – | – | 0.09% | 213 |
|
2021
Q1 | $347K | Sell |
12,944
-265
| -2% | -$7.1K | 0.1% | 194 |
|
2020
Q4 | $358K | Buy |
+13,209
| New | +$358K | 0.1% | 180 |
|