NewEdge 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 | $12.9M | Buy |
480,900
+51,710
| +12% | +$1.38M | 0.07% | 300 |
|
2025
Q1 | $11.5M | Sell |
429,190
-35,813
| -8% | -$958K | 0.07% | 290 |
|
2024
Q4 | $12.4M | Sell |
465,003
-24,641
| -5% | -$656K | 0.07% | 263 |
|
2024
Q3 | $13.1M | Buy |
489,644
+2,339
| +0.5% | +$62.4K | 0.08% | 237 |
|
2024
Q2 | $12.9M | Sell |
487,305
-24,492
| -5% | -$649K | 0.09% | 216 |
|
2024
Q1 | $13.5M | Sell |
511,797
-88,210
| -15% | -$2.33M | 0.12% | 181 |
|
2023
Q4 | $15.9M | Sell |
600,007
-18,923
| -3% | -$501K | 0.15% | 143 |
|
2023
Q3 | $16.1M | Buy |
618,930
+119,565
| +24% | +$3.12M | 0.18% | 127 |
|
2023
Q2 | $13.2M | Sell |
499,365
-27,888
| -5% | -$734K | 0.15% | 145 |
|
2023
Q1 | $14M | Buy |
527,253
+28,813
| +6% | +$767K | 0.18% | 128 |
|
2022
Q4 | $4.84M | Buy |
498,440
+421,278
| +546% | +$4.09M | 0.13% | 172 |
|
2022
Q3 | $2M | Buy |
77,162
+52,787
| +217% | +$1.37M | 0.03% | 431 |
|
2022
Q2 | $649K | Buy |
+24,375
| New | +$649K | 0.01% | 858 |
|