Capital 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.65M | Buy |
61,770
+1,418
| +2% | +$38K | 0.03% | 256 |
|
2025
Q1 | $1.61M | Sell |
60,352
-4,118
| -6% | -$110K | 0.03% | 245 |
|
2024
Q4 | $1.72M | Buy |
64,470
+20,955
| +48% | +$558K | 0.04% | 231 |
|
2024
Q3 | $1.16M | Buy |
43,515
+3,143
| +8% | +$83.8K | 0.02% | 280 |
|
2024
Q2 | $1.07M | Buy |
40,372
+5,658
| +16% | +$150K | 0.02% | 280 |
|
2024
Q1 | $919K | Buy |
34,714
+447
| +1% | +$11.8K | 0.02% | 301 |
|
2023
Q4 | $910K | Buy |
34,267
+3,709
| +12% | +$98.5K | 0.02% | 286 |
|
2023
Q3 | $797K | Buy |
30,558
+3,067
| +11% | +$80K | 0.02% | 294 |
|
2023
Q2 | $724K | Buy |
27,491
+1,725
| +7% | +$45.4K | 0.02% | 284 |
|
2023
Q1 | $686K | Buy |
25,766
+5,037
| +24% | +$134K | 0.02% | 302 |
|
2022
Q4 | $547K | Buy |
20,729
+9,287
| +81% | +$245K | 0.02% | 346 |
|
2022
Q3 | $297K | Buy |
11,442
+259
| +2% | +$6.72K | 0.01% | 420 |
|
2022
Q2 | $298K | Buy |
11,183
+868
| +8% | +$23.1K | 0.01% | 428 |
|
2022
Q1 | $275K | Buy |
10,315
+2,002
| +24% | +$53.4K | 0.01% | 476 |
|
2021
Q4 | $232K | Buy |
+8,313
| New | +$232K | 0.01% | 517 |
|