Global Financial Private Client’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 |
-5,274
| Closed | -$141K | – | 846 |
|
|
2025
Q1 | $141K | Sell |
5,274
-627
| -11% | -$16.8K | 0.05% | 232 |
|
|
2024
Q4 | $157K | Sell |
5,901
-2,915
| -33% | -$77.6K | 0.06% | 219 |
|
|
2024
Q3 | $235K | Buy |
8,816
+77
| +0.9% | +$2.05K | 0.09% | 188 |
|
|
2024
Q2 | $231K | Buy |
8,739
+207
| +2% | +$5.48K | 0.1% | 177 |
|
|
2024
Q1 | $225K | Buy |
8,532
+31
| +0.4% | +$818 | 0.1% | 173 |
|
|
2023
Q4 | $226K | Sell |
8,501
-2,311
| -21% | -$61.3K | 0.11% | 166 |
|
|
2023
Q3 | $281K | Sell |
10,812
-1,762
| -14% | -$45.9K | 0.15% | 143 |
|
|
2023
Q2 | $331K | Sell |
12,574
-593
| -5% | -$15.6K | 0.16% | 136 |
|
|
2023
Q1 | $350K | Buy |
+13,167
| New | +$350K | 0.18% | 122 |
|