Brandywine Oak Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,067
| Closed | -$295K | – | 236 |
|
|
2024
Q3 | $295K | Sell |
11,067
-2,739
| -20% | -$73K | 0.03% | 198 |
|
|
2024
Q2 | $366K | Sell |
13,806
-274
| -2% | -$7.26K | 0.04% | 175 |
|
|
2024
Q1 | $373K | Sell |
14,080
-2,306
| -14% | -$61K | 0.04% | 173 |
|
|
2023
Q4 | $435K | Sell |
16,386
-2,637
| -14% | -$70K | 0.05% | 158 |
|
|
2023
Q3 | $496K | Sell |
19,023
-2,172
| -10% | -$56.6K | 0.06% | 145 |
|
|
2023
Q2 | $558K | Sell |
21,195
-3,663
| -15% | -$96.5K | 0.06% | 144 |
|
|
2023
Q1 | $661K | Sell |
24,858
-8,310
| -25% | -$221K | 0.08% | 130 |
|
|
2022
Q4 | $875K | Sell |
33,168
-13,713
| -29% | -$362K | 0.11% | 101 |
|
|
2022
Q3 | $1.22M | Sell |
46,881
-5,465
| -10% | -$142K | 0.16% | 85 |
|
|
2022
Q2 | $1.39M | Buy |
52,346
+7,598
| +17% | +$202K | 0.18% | 82 |
|
|
2022
Q1 | $1.19M | Buy |
44,748
+986
| +2% | +$26.3K | 0.14% | 110 |
|
|
2021
Q4 | $1.25M | Buy |
43,762
+16,750
| +62% | +$478K | 0.14% | 111 |
|
|
2021
Q3 | $755K | Sell |
27,012
-1,361
| -5% | -$38K | 0.09% | 154 |
|
|
2021
Q2 | $794K | Buy |
28,373
+7,996
| +39% | +$224K | 0.09% | 149 |
|
|
2021
Q1 | $569K | Hold |
20,377
| – | – | 0.08% | 142 |
|
|
2020
Q4 | $574K | Hold |
20,377
| – | – | 0.09% | 137 |
|
|
2020
Q3 | $572K | Buy |
20,377
+12,590
| +162% | +$353K | 0.1% | 127 |
|
|
2020
Q2 | $217K | Buy |
+7,787
| New | +$217K | 0.04% | 227 |
|