Partners Wealth Management’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
$539K Hold
21,536
0.61% 48
2025
Q1
$539K Hold
21,536
0.61% 48
2024
Q4
$538K Buy
+21,536
New +$538K 0.61% 48