Clearstead 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	$22.3M	Buy	882,394 +29,761	+3%	+$751K	0.31%	70
2025 Q1	$21.3M	Sell	852,633 -9,530	-1%	-$239K	0.33%	66
2024 Q4	$21.5M	Buy	862,163 +64,340	+8%	+$1.61M	0.33%	70
2024 Q3	$20.3M	Buy	797,823 +23,186	+3%	+$591K	0.32%	70
2024 Q2	$19.3M	Buy	+774,637	New	+$19.3M	0.33%	64