CAPTRUST Financial Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
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|
2025
Q1 | $2.22M | Sell |
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|
2024
Q4 | $2.32M | Sell |
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|
2024
Q3 | $2.39M | Buy |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $1.77M | Buy |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $4.21M | Buy |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $76K | Sell |
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|
2022
Q1 | $192K | Sell |
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|
2021
Q4 | $217K | Buy |
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|
2021
Q3 | $210K | Sell |
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|
2021
Q2 | $364K | Sell |
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|
2021
Q1 | $476K | Buy |
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|
2020
Q4 | $384K | Buy |
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|
2020
Q3 | $349K | Buy |
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|
2020
Q2 | $327K | Buy |
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|
2020
Q1 | $181K | Buy |
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