LPL Financial’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 | $4.12M | Buy |
163,219
+28,886
| +22% | +$729K | ﹤0.01% | 2462 |
|
|
2025
Q1 | $3.36M | Buy |
134,333
+43,098
| +47% | +$1.08M | ﹤0.01% | 2460 |
|
|
2024
Q4 | $2.28M | Buy |
91,235
+47,648
| +109% | +$1.19M | ﹤0.01% | 2730 |
|
|
2024
Q3 | $1.11M | Buy |
43,587
+24,403
| +127% | +$622K | ﹤0.01% | 3250 |
|
|
2024
Q2 | $477K | Buy |
19,184
+4,244
| +28% | +$106K | ﹤0.01% | 3852 |
|
|
2024
Q1 | $377K | Buy |
+14,940
| New | +$377K | ﹤0.01% | 3959 |
|