Commonwealth Equity Services’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 | $1.43M | Buy |
56,738
+17,265
| +44% | +$436K | ﹤0.01% | 2278 |
|
|
2025
Q1 | $988K | Buy |
39,473
+26,145
| +196% | +$654K | ﹤0.01% | 2464 |
|
|
2024
Q4 | $333K | Buy |
13,328
+4,004
| +43% | +$100K | ﹤0.01% | 3318 |
|
|
2024
Q3 | $238K | Buy |
9,324
+1
| +0% | +$26 | ﹤0.01% | 3552 |
|
|
2024
Q2 | $232K | Hold |
9,323
| – | – | ﹤0.01% | 3525 |
|
|
2024
Q1 | $235K | Buy |
9,323
+1,381
| +17% | +$34.8K | ﹤0.01% | 3494 |
|
|
2023
Q4 | $203K | Buy |
+7,942
| New | +$203K | ﹤0.01% | 3496 |
|