PFG Private 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	$592K	Hold	23,445	–	–	0.3%	25
2025 Q1	$587K	Buy	+23,445	New	+$587K	0.32%	24