Mutual Advisors’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 |
-9,471
| Closed | -$251K | – | 1115 |
|
|
2024
Q1 | $251K | Sell |
9,471
-734
| -7% | -$19.4K | 0.01% | 946 |
|
|
2023
Q4 | $271K | Hold |
10,205
| – | – | 0.01% | 853 |
|
|
2023
Q3 | $266K | Sell |
10,205
-38
| -0.4% | -$991 | 0.01% | 820 |
|
|
2023
Q2 | $270K | Hold |
10,243
| – | – | 0.01% | 845 |
|
|
2023
Q1 | $273K | Sell |
10,243
-17
| -0.2% | -$452 | 0.01% | 806 |
|
|
2022
Q4 | $271K | Hold |
10,260
| – | – | 0.01% | 772 |
|
|
2022
Q3 | $266K | Hold |
10,260
| – | – | 0.01% | 749 |
|
|
2022
Q2 | $273K | Buy |
+10,260
| New | +$273K | 0.02% | 703 |
|