Colton Groome Financial Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,750
| Closed | -$207K | – | 139 |
|
|
2025
Q1 | $207K | Sell |
7,750
-1,830
| -19% | -$48.9K | 0.08% | 121 |
|
|
2024
Q4 | $255K | Buy |
9,580
+1,025
| +12% | +$27.3K | 0.1% | 108 |
|
|
2024
Q3 | $228K | Buy |
8,555
+210
| +3% | +$5.6K | 0.09% | 121 |
|
|
2024
Q2 | $221K | Sell |
8,345
-965
| -10% | -$25.6K | 0.09% | 112 |
|
|
2024
Q1 | $246K | Sell |
9,310
-2,095
| -18% | -$55.4K | 0.1% | 103 |
|
|
2023
Q4 | $303K | Hold |
11,405
| – | – | 0.13% | 91 |
|
|
2023
Q3 | $297K | Sell |
11,405
-1,330
| -10% | -$34.7K | 0.15% | 91 |
|
|
2023
Q2 | $335K | Sell |
12,735
-1,395
| -10% | -$36.7K | 0.16% | 89 |
|
|
2023
Q1 | $376K | Buy |
14,130
+3,835
| +37% | +$102K | 0.18% | 94 |
|
|
2022
Q4 | $271K | Buy |
10,295
+1,150
| +13% | +$30.3K | 0.13% | 106 |
|
|
2022
Q3 | $237K | Sell |
9,145
-150
| -2% | -$3.89K | 0.12% | 98 |
|
|
2022
Q2 | $248K | Buy |
+9,295
| New | +$248K | 0.12% | 87 |
|