Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 3833 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5101 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5084 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5118 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5122 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 5065 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4990 |
|
|
2023
Q2 | – | Sell |
-5,310
| Closed | -$141K | – | 4904 |
|
|
2023
Q1 | $141K | Buy |
5,310
+173
| +3% | +$4.6K | 0.01% | 757 |
|
|
2022
Q4 | $135K | Hold |
5,137
| – | – | 0.01% | 735 |
|
|
2022
Q3 | $133K | Buy |
+5,137
| New | +$133K | 0.01% | 641 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4569 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4492 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4543 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4442 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4313 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4209 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4112 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3943 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3833 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3836 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3786 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3543 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3803 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3761 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3643 |
|