Beacon Financial Planning’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	$729K	Buy	27,240 +41	+0.2%	+$1.1K	0.41%	34
2025 Q1	$728K	Buy	27,199 +19,097	+236%	+$511K	0.42%	35
2024 Q4	$216K	Buy	8,102 +492	+6%	+$13.1K	0.13%	48
2024 Q3	$203K	Buy	7,610 +39	+0.5%	+$1.04K	0.13%	44
2024 Q2	$201K	Buy	+7,571	New	+$201K	0.14%	40