Amplius Wealth Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Amplius Wealth Advisors’s Portfolio IBMN Stock Details IBMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$455K	Sell
2025 Q1	$473K	Sell
2024 Q4	$578K	Sell
2024 Q3	$639K	Sell
2024 Q2	$1.6M	Sell
2024 Q1	$8.8M	Buy