Ogorek Anthony Joseph’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
Q1 | – | Sell |
-721
| Closed | -$19K | – | 652 |
|
2024
Q4 | $19K | Buy |
721
+5
| +0.7% | +$132 | 0.01% | 181 |
|
2024
Q3 | $19K | Buy |
716
+4
| +0.6% | +$106 | 0.01% | 177 |
|
2024
Q2 | $18K | Buy |
712
+3
| +0.4% | +$76 | 0.01% | 171 |
|
2024
Q1 | $18K | Hold |
709
| – | – | 0.01% | 172 |
|
2023
Q4 | $18K | Hold |
709
| – | – | 0.01% | 173 |
|
2023
Q3 | $18K | Hold |
709
| – | – | 0.01% | 173 |
|
2023
Q2 | $18K | Buy |
+709
| New | +$18K | 0.01% | 163 |
|