Kathmere Capital Management’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	$6.99M	Sell	277,247 -116,780	-30%	-$2.95M	0.54%	39
2025 Q1	$9.87M	Buy	394,027 +237,045	+151%	+$5.94M	0.84%	35
2024 Q4	$3.92M	Sell	156,982 -369,019	-70%	-$9.22M	0.35%	54
2024 Q3	$13.4M	Buy	+526,001	New	+$13.4M	1.26%	25