CA
Crumly & Associates’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,870
| Closed | -$673K | – | 169 |
|
|
2025
Q1 | $673K | Sell |
26,870
-26,872
| -50% | -$673K | 0.19% | 74 |
|
|
2024
Q4 | $1.34M | Sell |
53,742
-2,093
| -4% | -$52.3K | 0.37% | 54 |
|
|
2024
Q3 | $1.42M | Sell |
55,835
-23,534
| -30% | -$600K | 0.39% | 53 |
|
|
2024
Q2 | $1.97M | Sell |
79,369
-163,482
| -67% | -$4.06M | 0.57% | 36 |
|
|
2024
Q1 | $6.13M | Sell |
242,851
-65,866
| -21% | -$1.66M | 1.61% | 21 |
|
|
2023
Q4 | $7.9M | Buy |
+308,717
| New | +$7.9M | 2.3% | 13 |
|