Garden State Investment Advisory Services’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 | – | Sell |
-11,223
| Closed | -$300K | – | 288 |
|
|
2025
Q1 | $300K | Sell |
11,223
-6,285
| -36% | -$168K | 0.1% | 187 |
|
|
2024
Q4 | $466K | Buy |
17,508
+7
| +0% | +$186 | 0.14% | 126 |
|
|
2024
Q3 | $467K | Sell |
17,501
-13,307
| -43% | -$355K | 0.15% | 123 |
|
|
2024
Q2 | $816K | Sell |
30,808
-270
| -0.9% | -$7.15K | 0.28% | 73 |
|
|
2024
Q1 | $822K | Buy |
31,078
+3
| +0% | +$79 | 0.3% | 74 |
|
|
2023
Q4 | $825K | Sell |
31,075
-4,503
| -13% | -$120K | 0.33% | 66 |
|
|
2023
Q3 | $928K | Buy |
35,578
+2,453
| +7% | +$64K | 0.43% | 52 |
|
|
2023
Q2 | $872K | Buy |
33,125
+14,047
| +74% | +$370K | 0.34% | 58 |
|
|
2023
Q1 | $508K | Buy |
19,078
+1,001
| +6% | +$26.6K | 0.22% | 88 |
|
|
2022
Q4 | $477K | Buy |
+18,077
| New | +$477K | 0.28% | 85 |
|