Addison Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4K | Buy |
1,005
+825
| +458% | +$20.8K | 0.01% | 507 |
|
|
2025
Q1 | $4.51K | Hold |
180
| – | – | ﹤0.01% | 684 |
|
|
2024
Q4 | $4.5K | Buy |
+180
| New | +$4.5K | ﹤0.01% | 687 |
|
|
2024
Q2 | – | Sell |
-205
| Closed | -$5.18K | – | 783 |
|
|
2024
Q1 | $5.18K | Sell |
205
-50
| -20% | -$1.26K | ﹤0.01% | 564 |
|
|
2023
Q4 | $6.53K | Buy |
255
+50
| +24% | +$1.28K | ﹤0.01% | 557 |
|
|
2023
Q3 | $4.89K | Buy |
+205
| New | +$4.89K | ﹤0.01% | 544 |
|