Capital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
43,419
+8,451
| +24% | +$213K | 0.02% | 319 |
|
|
2025
Q1 | $876K | Buy |
34,968
+2,799
| +9% | +$70.1K | 0.02% | 337 |
|
|
2024
Q4 | $804K | Buy |
32,169
+10,491
| +48% | +$262K | 0.02% | 339 |
|
|
2024
Q3 | $553K | Buy |
21,678
+5,289
| +32% | +$135K | 0.01% | 389 |
|
|
2024
Q2 | $407K | Buy |
16,389
+6,425
| +64% | +$160K | 0.01% | 434 |
|
|
2024
Q1 | $252K | Buy |
9,964
+1,649
| +20% | +$41.6K | 0.01% | 530 |
|
|
2023
Q4 | $213K | Buy |
+8,315
| New | +$213K | 0.01% | 559 |
|