Modern Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
43,483
+6,603
| +18% | +$177K | 0.03% | 338 |
|
|
2025
Q1 | $987K | Sell |
36,880
-2,470
| -6% | -$66.1K | 0.03% | 303 |
|
|
2024
Q4 | $1.05M | Buy |
39,350
+14,729
| +60% | +$392K | 0.04% | 250 |
|
|
2024
Q3 | $656K | Buy |
24,621
+4,099
| +20% | +$109K | 0.04% | 213 |
|
|
2024
Q2 | $544K | Buy |
20,522
+10,241
| +100% | +$271K | 0.04% | 205 |
|
|
2024
Q1 | $272K | Buy |
+10,281
| New | +$272K | 0.03% | 250 |
|