Cetera Investment Advisers’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 | $712K | Buy |
28,204
+5,193
| +23% | +$131K | ﹤0.01% | 2685 |
|
|
2025
Q1 | $576K | Buy |
+23,011
| New | +$576K | ﹤0.01% | 2719 |
|
|
2024
Q2 | – | Sell |
-28,396
| Closed | -$717K | – | 3752 |
|
|
2024
Q1 | $717K | Buy |
28,396
+8,396
| +42% | +$212K | ﹤0.01% | 2335 |
|
|
2023
Q4 | $512K | Hold |
20,000
| – | – | ﹤0.01% | 1475 |
|
|
2023
Q3 | $477K | Hold |
20,000
| – | – | ﹤0.01% | 1448 |
|
|
2023
Q2 | $497K | Buy |
+20,000
| New | +$497K | ﹤0.01% | 1456 |
|