New England Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
65,064
+225
| +0.3% | +$6.02K | 0.25% | 68 |
|
|
2025
Q1 | $1.73M | Sell |
64,839
-32,656
| -33% | -$874K | 0.27% | 61 |
|
|
2024
Q4 | $2.59M | Buy |
97,495
+211
| +0.2% | +$5.62K | 0.41% | 51 |
|
|
2024
Q3 | $2.59M | Buy |
97,284
+156
| +0.2% | +$4.16K | 0.42% | 50 |
|
|
2024
Q2 | $2.57M | Buy |
97,128
+156
| +0.2% | +$4.13K | 0.45% | 48 |
|
|
2024
Q1 | $2.56M | Buy |
96,972
+100
| +0.1% | +$2.64K | 0.45% | 48 |
|
|
2023
Q4 | $2.57M | Buy |
+96,872
| New | +$2.57M | 0.47% | 46 |
|