Kades & Cheifetz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $577K | Buy |
21,667
+1,111
| +5% | +$29.6K | 0.3% | 62 |
|
|
2024
Q3 | $548K | Buy |
20,556
+1,370
| +7% | +$36.5K | 0.31% | 61 |
|
|
2024
Q2 | $508K | Sell |
19,186
-2,068
| -10% | -$54.8K | 0.32% | 59 |
|
|
2024
Q1 | $562K | Buy |
21,254
+70
| +0.3% | +$1.85K | 0.36% | 53 |
|
|
2023
Q4 | $562K | Buy |
21,184
+132
| +0.6% | +$3.5K | 0.4% | 50 |
|
|
2023
Q3 | $549K | Sell |
21,052
-9
| -0% | -$235 | 0.43% | 46 |
|
|
2023
Q2 | $555K | Hold |
21,061
| – | – | 0.43% | 47 |
|
|
2023
Q1 | $560K | Sell |
21,061
-3,100
| -13% | -$82.5K | 0.44% | 45 |
|
|
2022
Q4 | $637K | Buy |
+24,161
| New | +$637K | 0.53% | 40 |
|