Avantax Planning Partners’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
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2025
Q1 | $350K | Sell |
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|
2024
Q4 | $351K | Sell |
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2024
Q3 | $440K | Sell |
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|
2024
Q2 | $631K | Sell |
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|
2024
Q1 | $749K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $669K | Hold |
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|
2023
Q2 | $675K | Hold |
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|
2023
Q1 | $683K | Buy |
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|
2022
Q4 | $664K | Buy |
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