Altium Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $353K | Sell |
13,266
-10,700
| -45% | -$285K | 0.03% | 282 |
|
|
2022
Q1 | $639K | Buy |
23,966
+1,396
| +6% | +$37.2K | 0.04% | 225 |
|
|
2021
Q4 | $629K | Hold |
22,570
| – | – | 0.04% | 210 |
|
|
2021
Q3 | $631K | Buy |
22,570
+300
| +1% | +$8.39K | 0.05% | 196 |
|
|
2021
Q2 | $624K | Sell |
22,270
-714
| -3% | -$20K | 0.05% | 192 |
|
|
2021
Q1 | $642K | Sell |
22,984
-2,071
| -8% | -$57.8K | 0.05% | 177 |
|
|
2020
Q4 | $706K | Sell |
25,055
-3,406
| -12% | -$96K | 0.06% | 135 |
|
|
2020
Q3 | $800K | Buy |
28,461
+119
| +0.4% | +$3.35K | 0.08% | 109 |
|
|
2020
Q2 | $790K | Sell |
28,342
-663
| -2% | -$18.5K | 0.09% | 110 |
|
|
2020
Q1 | $784K | Hold |
29,005
| – | – | 0.11% | 100 |
|
|
2019
Q4 | $788K | Sell |
29,005
-4,091
| -12% | -$111K | 0.09% | 120 |
|
|
2019
Q3 | $896K | Buy |
33,096
+5,522
| +20% | +$149K | 0.12% | 103 |
|
|
2019
Q2 | $742K | Buy |
+27,574
| New | +$742K | 0.11% | 122 |
|