DSA
Droms Strauss Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,593
| Closed | -$230K | – | 72 |
|
|
2025
Q1 | $230K | Buy |
8,593
+1,067
| +14% | +$28.5K | 0.08% | 60 |
|
|
2024
Q4 | $200K | Buy |
+7,526
| New | +$200K | 0.07% | 71 |
|
|
2024
Q1 | – | Sell |
-45,449
| Closed | -$1.21M | – | 64 |
|
|
2023
Q4 | $1.21M | Sell |
45,449
-2,085
| -4% | -$55.3K | 0.47% | 37 |
|
|
2023
Q3 | $1.24M | Buy |
47,534
+412
| +0.9% | +$10.7K | 0.53% | 29 |
|
|
2023
Q2 | $1.24M | Buy |
47,122
+6,111
| +15% | +$161K | 0.52% | 29 |
|
|
2023
Q1 | $1.09M | Buy |
41,011
+6,421
| +19% | +$171K | 0.49% | 31 |
|
|
2022
Q4 | $913K | Buy |
34,590
+1,004
| +3% | +$26.5K | 0.42% | 37 |
|
|
2022
Q3 | $867K | Buy |
33,586
+16,342
| +95% | +$422K | 0.43% | 30 |
|
|
2022
Q2 | $461K | Buy |
+17,244
| New | +$461K | 0.23% | 43 |
|