Klingman & Associates’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
Q2 | – | Sell |
-16,351
| Closed | -$433K | – | 251 |
|
|
2024
Q1 | $433K | Sell |
16,351
-3,350
| -17% | -$88.6K | 0.03% | 157 |
|
|
2023
Q4 | $523K | Sell |
19,701
-10,965
| -36% | -$291K | 0.04% | 129 |
|
|
2023
Q3 | $800K | Buy |
30,666
+1,525
| +5% | +$39.8K | 0.06% | 101 |
|
|
2023
Q2 | $767K | Buy |
29,141
+4,451
| +18% | +$117K | 0.06% | 106 |
|
|
2023
Q1 | $657K | Buy |
24,690
+1,800
| +8% | +$47.9K | 0.06% | 108 |
|
|
2022
Q4 | $604K | Sell |
22,890
-6,190
| -21% | -$163K | 0.05% | 105 |
|
|
2022
Q3 | $754K | Buy |
29,080
+13,080
| +82% | +$339K | 0.07% | 85 |
|
|
2022
Q2 | $426K | Buy |
+16,000
| New | +$426K | 0.04% | 121 |
|