Apollon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,500
| Closed | -$441K | – | 1293 |
|
|
2025
Q1 | $441K | Sell |
16,500
-7,000
| -30% | -$187K | 0.01% | 797 |
|
|
2024
Q4 | $625K | Sell |
23,500
-4,000
| -15% | -$106K | 0.01% | 668 |
|
|
2024
Q3 | $733K | Sell |
27,500
-2,000
| -7% | -$53.3K | 0.02% | 581 |
|
|
2024
Q2 | $781K | Hold |
29,500
| – | – | 0.02% | 542 |
|
|
2024
Q1 | $781K | Hold |
29,500
| – | – | 0.02% | 540 |
|
|
2023
Q4 | $783K | Sell |
29,500
-374
| -1% | -$9.93K | 0.03% | 532 |
|
|
2023
Q3 | $779K | Buy |
29,874
+374
| +1% | +$9.75K | 0.04% | 431 |
|
|
2023
Q2 | $777K | Buy |
29,500
+6,000
| +26% | +$158K | 0.04% | 470 |
|
|
2023
Q1 | $625K | Hold |
23,500
| – | – | 0.04% | 463 |
|
|
2022
Q4 | $620K | Sell |
23,500
-9,000
| -28% | -$237K | 0.04% | 442 |
|
|
2022
Q3 | $842K | Hold |
32,500
| – | – | 0.07% | 304 |
|
|
2022
Q2 | $865K | Buy |
32,500
+1,500
| +5% | +$39.9K | 0.07% | 299 |
|
|
2022
Q1 | $826K | Buy |
31,000
+6,000
| +24% | +$160K | 0.06% | 332 |
|
|
2021
Q4 | $697K | Buy |
25,000
+7,000
| +39% | +$195K | 0.05% | 384 |
|
|
2021
Q3 | $503K | Buy |
+18,000
| New | +$503K | 0.07% | 265 |
|