Benjamin F. Edwards & Company’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$50K	Sell	2,000 -3,061	-60%	-$76.5K	﹤0.01%	1332
2024 Q1	$128K	Hold	5,061	–	–	﹤0.01%	1029
2023 Q4	$130K	Hold	5,061	–	–	﹤0.01%	999
2023 Q3	$121K	Buy	5,061 +3,061	+153%	+$73.2K	﹤0.01%	851
2023 Q2	$50K	Buy	+2,000	New	+$50K	﹤0.01%	1083