CA
CGN Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-26,438
| Closed | -$705K | – | 218 |
|
|
2022
Q1 | $705K | Sell |
26,438
-9,958
| -27% | -$266K | 0.18% | 117 |
|
|
2021
Q4 | $1.01M | Buy |
36,396
+5,116
| +16% | +$143K | 0.26% | 88 |
|
|
2021
Q3 | $874K | Buy |
31,280
+1,786
| +6% | +$49.9K | 0.29% | 83 |
|
|
2021
Q2 | $826K | Buy |
29,494
+1,453
| +5% | +$40.7K | 0.26% | 87 |
|
|
2021
Q1 | $783K | Buy |
28,041
+5,806
| +26% | +$162K | 0.28% | 81 |
|
|
2020
Q4 | $626K | Buy |
+22,235
| New | +$626K | 0.25% | 95 |
|