IFP Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$531K Buy
21,037
+3,545
+20% +$89.4K 0.02% 810
2025
Q1
$438K Sell
17,492
-1,258
-7% -$31.5K 0.01% 821
2024
Q4
$468K Buy
+18,750
New +$468K 0.02% 764
2024
Q3
Sell
-2,808
Closed -$69.8K 3371
2024
Q2
$69.8K Buy
+2,808
New +$69.8K ﹤0.01% 1527