BCS Wealth Management’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
Q4 | – | Sell |
-14,037
| Closed | -$376K | – | 355 |
|
|
2025
Q3 | $376K | Hold |
14,037
| – | – | 0.08% | 175 |
|
|
2025
Q2 | $376K | Hold |
14,037
| – | – | 0.08% | 182 |
|
|
2025
Q1 | $375K | Hold |
14,037
| – | – | 0.1% | 175 |
|
|
2024
Q4 | $374K | Hold |
14,037
| – | – | 0.09% | 180 |
|
|
2024
Q3 | $374K | Hold |
14,037
| – | – | 0.16% | 117 |
|
|
2024
Q2 | $372K | Hold |
14,037
| – | – | 0.18% | 112 |
|
|
2024
Q1 | $371K | Hold |
14,037
| – | – | 0.12% | 169 |
|
|
2023
Q4 | $373K | Hold |
14,037
| – | – | 0.14% | 144 |
|
|
2023
Q3 | $366K | Hold |
14,037
| – | – | 0.15% | 130 |
|
|
2023
Q2 | $370K | Hold |
14,037
| – | – | 0.27% | 73 |
|
|
2023
Q1 | $374K | Hold |
14,037
| – | – | 0.17% | 108 |
|
|
2022
Q4 | $370K | Hold |
14,037
| – | – | 0.15% | 128 |
|
|
2022
Q3 | $364K | Buy |
+14,037
| New | +$373K | 0.17% | 125 |
|
|
2022
Q2 | – | Sell |
-14,037
| Closed | -$374K | – | 180 |
|
|
2022
Q1 | $374K | Hold |
14,037
| – | – | 0.15% | 126 |
|
|
2021
Q4 | $391K | Hold |
14,037
| – | – | 0.14% | 129 |
|
|
2021
Q3 | $392K | Hold |
14,037
| – | – | 0.17% | 113 |
|
|
2021
Q2 | $393K | Hold |
14,037
| – | – | 0.21% | 94 |
|
|
2021
Q1 | $392K | Hold |
14,037
| – | – | 0.19% | 98 |
|
|
2020
Q4 | $395K | Hold |
14,037
| – | – | 0.21% | 88 |
|
|
2020
Q3 | $394K | Hold |
14,037
| – | – | 0.22% | 82 |
|
|
2020
Q2 | $391K | Hold |
14,037
| – | – | 0.23% | 81 |
|
|
2020
Q1 | $380K | Hold |
14,037
| – | – | 0.27% | 69 |
|
|
2019
Q4 | $381K | Buy |
+14,037
| New | +$381K | 0.25% | 70 |
|