James Investment Research’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 | $866K | Hold |
34,330
| – | – | 0.1% | 158 |
|
|
2025
Q1 | $860K | Sell |
34,330
-1,550
| -4% | -$38.8K | 0.11% | 165 |
|
|
2024
Q4 | $896K | Buy |
35,880
+2,250
| +7% | +$56.2K | 0.11% | 163 |
|
|
2024
Q3 | $857K | Sell |
33,630
-1,964
| -6% | -$50.1K | 0.1% | 173 |
|
|
2024
Q2 | $885K | Sell |
35,594
-200
| -0.6% | -$4.97K | 0.11% | 163 |
|
|
2024
Q1 | $904K | Buy |
35,794
+16,394
| +85% | +$414K | 0.11% | 157 |
|
|
2023
Q4 | $497K | Buy |
+19,400
| New | +$497K | 0.06% | 205 |
|