PPWM
PFG Private Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,936
| Closed | -$531K | – | 282 |
|
|
2024
Q4 | $531K | Buy |
19,936
+858
| +4% | +$22.8K | 0.3% | 25 |
|
|
2024
Q3 | $509K | Buy |
19,078
+1,098
| +6% | +$29.3K | 0.29% | 28 |
|
|
2024
Q2 | $476K | Buy |
17,980
+801
| +5% | +$21.2K | 0.29% | 28 |
|
|
2024
Q1 | $455K | Sell |
17,179
-8,897
| -34% | -$235K | 0.29% | 27 |
|
|
2023
Q4 | $692K | Sell |
26,076
-15,482
| -37% | -$411K | 0.47% | 20 |
|
|
2023
Q3 | $1.08M | Sell |
41,558
-489
| -1% | -$12.8K | 0.81% | 17 |
|
|
2023
Q2 | $1.11M | Hold |
42,047
| – | – | 0.65% | 20 |
|
|
2023
Q1 | $1.12M | Buy |
+42,047
| New | +$1.12M | 0.71% | 19 |
|