AWA
Amplius Wealth Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Sell |
16,993
-679
| -4% | -$18.2K | 0.04% | 129 |
|
|
2025
Q1 | $473K | Sell |
17,672
-4,052
| -19% | -$108K | 0.05% | 115 |
|
|
2024
Q4 | $578K | Sell |
21,724
-2,261
| -9% | -$60.2K | 0.06% | 95 |
|
|
2024
Q3 | $639K | Sell |
23,985
-36,343
| -60% | -$969K | 0.07% | 86 |
|
|
2024
Q2 | $1.6M | Sell |
60,328
-272,214
| -82% | -$7.21M | 0.18% | 59 |
|
|
2024
Q1 | $8.8M | Buy |
+332,542
| New | +$8.8M | 0.99% | 26 |
|