Creative Planning’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 | $505K | Hold |
18,872
| – | – | ﹤0.01% | 2458 |
|
|
2025
Q1 | $505K | Sell |
18,872
-2,587
| -12% | -$69.2K | ﹤0.01% | 2277 |
|
|
2024
Q4 | $571K | Sell |
21,459
-225
| -1% | -$5.99K | ﹤0.01% | 2098 |
|
|
2024
Q3 | $578K | Sell |
21,684
-2,890
| -12% | -$77K | ﹤0.01% | 1968 |
|
|
2024
Q2 | $651K | Sell |
24,574
-21,979
| -47% | -$582K | ﹤0.01% | 1735 |
|
|
2024
Q1 | $1.23M | Sell |
46,553
-6,198
| -12% | -$164K | ﹤0.01% | 1201 |
|
|
2023
Q4 | $1.4M | Sell |
52,751
-9,022
| -15% | -$239K | ﹤0.01% | 1070 |
|
|
2023
Q3 | $1.61M | Buy |
61,773
+9,438
| +18% | +$246K | ﹤0.01% | 948 |
|
|
2023
Q2 | $1.38M | Buy |
52,335
+2,057
| +4% | +$54.2K | ﹤0.01% | 973 |
|
|
2023
Q1 | $1.34M | Buy |
50,278
+12,093
| +32% | +$322K | ﹤0.01% | 937 |
|
|
2022
Q4 | $1.01M | Sell |
38,185
-5,944
| -13% | -$157K | ﹤0.01% | 1030 |
|
|
2022
Q3 | $1.14M | Buy |
44,129
+16,257
| +58% | +$421K | ﹤0.01% | 910 |
|
|
2022
Q2 | $742K | Sell |
27,872
-7,000
| -20% | -$186K | ﹤0.01% | 1098 |
|
|
2022
Q1 | $930K | Sell |
34,872
-10,175
| -23% | -$271K | ﹤0.01% | 1016 |
|
|
2021
Q4 | $1.26M | Sell |
45,047
-351
| -0.8% | -$9.78K | ﹤0.01% | 852 |
|
|
2021
Q3 | $1.27M | Sell |
45,398
-705
| -2% | -$19.7K | ﹤0.01% | 846 |
|
|
2021
Q2 | $1.29M | Buy |
+46,103
| New | +$1.29M | ﹤0.01% | 830 |
|