NewEdge Advisors’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	$2.09M	Sell	82,917 -1,436	-2%	-$36.2K	0.01%	914
2025 Q1	$2.11M	Sell	84,353 -21,499	-20%	-$538K	0.01%	840
2024 Q4	$2.64M	Buy	+105,852	New	+$2.64M	0.02%	709
2023 Q4	–	Sell	-358,586	Closed	-$7.85M	–	3814
2023 Q3	$7.85M	Buy	+358,586	New	+$7.85M	0.09%	229