PWM
Praetorian Wealth Management’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 | $4.69M | Buy |
173,871
+6,006
| +4% | +$162K | 1.08% | 24 |
|
2025
Q1 | $4.2M | Buy |
167,865
+14,177
| +9% | +$355K | 1.02% | 26 |
|
2024
Q4 | $3.84M | Buy |
153,688
+35,420
| +30% | +$885K | 0.93% | 28 |
|
2024
Q3 | $3.01M | Buy |
118,268
+11,444
| +11% | +$292K | 0.75% | 30 |
|
2024
Q2 | $2.66M | Buy |
106,824
+16,291
| +18% | +$405K | 0.68% | 31 |
|
2024
Q1 | $2.29M | Buy |
90,533
+48,464
| +115% | +$1.22M | 0.61% | 32 |
|
2023
Q4 | $1.08M | Buy |
+42,069
| New | +$1.08M | 0.31% | 34 |
|