PCH
PGIM Custom Harvest’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $667K | Buy |
26,421
+9,564
| +57% | +$241K | 0.01% | 133 |
|
2025
Q1 | $422K | Buy |
+16,857
| New | +$422K | 0.01% | 160 |
|
2024
Q3 | – | Sell |
-13,950
| Closed | -$347K | – | 252 |
|
2024
Q2 | $347K | Buy |
13,950
+5,191
| +59% | +$129K | 0.01% | 168 |
|
2024
Q1 | $221K | Sell |
8,759
-71
| -0.8% | -$1.79K | 0.01% | 196 |
|
2023
Q4 | $226K | Buy |
+8,830
| New | +$226K | 0.01% | 175 |
|