Integrated Wealth Concepts’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 | $8.94M | Sell |
334,113
-5,989
| -2% | -$160K | 0.09% | 205 |
|
|
2025
Q1 | $9.1M | Buy |
340,102
+18,471
| +6% | +$494K | 0.11% | 183 |
|
|
2024
Q4 | $8.56M | Buy |
321,631
+56,718
| +21% | +$1.51M | 0.1% | 196 |
|
|
2024
Q3 | $7.06M | Buy |
264,913
+18,667
| +8% | +$498K | 0.09% | 221 |
|
|
2024
Q2 | $6.52M | Sell |
246,246
-149
| -0.1% | -$3.95K | 0.09% | 219 |
|
|
2024
Q1 | $6.52M | Buy |
246,395
+33,600
| +16% | +$889K | 0.09% | 230 |
|
|
2023
Q4 | $5.65M | Buy |
212,795
+21,308
| +11% | +$566K | 0.09% | 224 |
|
|
2023
Q3 | $4.99M | Sell |
191,487
-6,341
| -3% | -$165K | 0.09% | 231 |
|
|
2023
Q2 | $5.21M | Buy |
197,828
+27,441
| +16% | +$723K | 0.09% | 226 |
|
|
2023
Q1 | $4.53M | Buy |
170,387
+33,989
| +25% | +$904K | 0.09% | 211 |
|
|
2022
Q4 | $3.6M | Buy |
136,398
+109,999
| +417% | +$2.9M | 0.1% | 201 |
|
|
2022
Q3 | $684K | Buy |
26,399
+2,418
| +10% | +$62.7K | 0.02% | 509 |
|
|
2022
Q2 | $639K | Sell |
23,981
-3,599
| -13% | -$95.9K | 0.02% | 535 |
|
|
2022
Q1 | $735K | Sell |
27,580
-2,576
| -9% | -$68.7K | 0.02% | 475 |
|
|
2021
Q4 | $840K | Buy |
30,156
+7,156
| +31% | +$199K | 0.03% | 476 |
|
|
2021
Q3 | $643K | Sell |
23,000
-251
| -1% | -$7.02K | 0.02% | 519 |
|
|
2021
Q2 | $651K | Buy |
23,251
+634
| +3% | +$17.8K | 0.02% | 469 |
|
|
2021
Q1 | $632K | Buy |
+22,617
| New | +$632K | 0.03% | 414 |
|