Prime Capital Investment Advisors’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 | $531K | Sell |
21,037
-265
| -1% | -$6.69K | 0.01% | 602 |
|
|
2025
Q1 | $533K | Buy |
+21,302
| New | +$533K | 0.01% | 649 |
|
|
2024
Q3 | – | Sell |
-13,950
| Closed | -$347K | – | 931 |
|
|
2024
Q2 | $347K | Buy |
13,950
+5,191
| +59% | +$129K | 0.01% | 679 |
|
|
2024
Q1 | $221K | Sell |
8,759
-71
| -0.8% | -$1.79K | ﹤0.01% | 890 |
|
|
2023
Q4 | $226K | Buy |
+8,830
| New | +$226K | ﹤0.01% | 840 |
|