Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $708K | Buy |
+26,855
| New | +$708K | 0.26% | 34 |
|
|
2022
Q3 | – | Sell |
-26,855
| Closed | -$715K | – | 34 |
|
|
2022
Q2 | $715K | Hold |
26,855
| – | – | 0.24% | 36 |
|
|
2022
Q1 | $716K | Sell |
26,855
-2,761
| -9% | -$73.6K | 0.22% | 40 |
|
|
2021
Q4 | $825K | Buy |
29,616
+11,696
| +65% | +$326K | 0.24% | 36 |
|
|
2021
Q3 | $501K | Hold |
17,920
| – | – | 0.15% | 48 |
|
|
2021
Q2 | $502K | Buy |
+17,920
| New | +$502K | 0.15% | 49 |
|
|
2021
Q1 | – | Sell |
-17,920
| Closed | -$505K | – | 247 |
|
|
2020
Q4 | $505K | Buy |
17,920
+2,586
| +17% | +$72.9K | 0.17% | 40 |
|
|
2020
Q3 | $431K | Buy |
15,334
+2,761
| +22% | +$77.6K | 0.16% | 42 |
|
|
2020
Q2 | $350K | Hold |
12,573
| – | – | 0.14% | 46 |
|
|
2020
Q1 | $340K | Hold |
12,573
| – | – | 0.15% | 45 |
|
|
2019
Q4 | $342K | Hold |
12,573
| – | – | 0.11% | 48 |
|
|
2019
Q3 | $340K | Hold |
12,573
| – | – | 0.11% | 47 |
|
|
2019
Q2 | $338K | Buy |
+12,573
| New | +$338K | 0.12% | 35 |
|
|
2019
Q1 | – | Sell |
-12,573
| Closed | -$325K | – | 100 |
|
|
2018
Q4 | $325K | Buy |
+12,573
| New | +$325K | 0.11% | 40 |
|