Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,139
| Closed | -$115K | – | 2817 |
|
|
2021
Q3 | $115K | Sell |
4,139
-153
| -4% | -$4.25K | ﹤0.01% | 1110 |
|
|
2021
Q2 | $120K | Buy |
4,292
+153
| +4% | +$4.28K | ﹤0.01% | 1090 |
|
|
2021
Q1 | $115K | Hold |
4,139
| – | – | ﹤0.01% | 1234 |
|
|
2020
Q4 | $115K | Hold |
4,139
| – | – | ﹤0.01% | 1077 |
|
|
2020
Q3 | $116K | Buy |
+4,139
| New | +$116K | 0.01% | 882 |
|