HighTower Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Sell |
731,392
-8,755
| -1% | -$221K | 0.02% | 585 |
|
|
2025
Q1 | $18.5M | Buy |
740,147
+87,238
| +13% | +$2.18M | 0.03% | 563 |
|
|
2024
Q4 | $16.3M | Buy |
652,909
+149,917
| +30% | +$3.74M | 0.02% | 587 |
|
|
2024
Q3 | $12.8M | Buy |
502,992
+155,564
| +45% | +$3.96M | 0.02% | 657 |
|
|
2024
Q2 | $8.64M | Buy |
+347,428
| New | +$8.64M | 0.01% | 777 |
|
|
2024
Q1 | – | Sell |
-320,793
| Closed | -$8.21M | – | 3416 |
|
|
2023
Q4 | $8.21M | Buy |
+320,793
| New | +$8.21M | 0.01% | 761 |
|