Rockefeller Capital 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 | $850K | Buy |
33,693
+1,334
| +4% | +$33.7K | ﹤0.01% | 1386 |
|
|
2025
Q1 | $810K | Buy |
32,359
+3,626
| +13% | +$90.8K | ﹤0.01% | 1332 |
|
|
2024
Q4 | $718K | Sell |
28,733
-1,830
| -6% | -$45.7K | ﹤0.01% | 1363 |
|
|
2024
Q3 | $779K | Buy |
30,563
+435
| +1% | +$11.1K | ﹤0.01% | 1310 |
|
|
2024
Q2 | $749K | Sell |
30,128
-430
| -1% | -$10.7K | ﹤0.01% | 1321 |
|
|
2024
Q1 | $771K | Buy |
30,558
+141
| +0.5% | +$3.56K | ﹤0.01% | 1342 |
|
|
2023
Q4 | $779K | Buy |
+30,417
| New | +$779K | ﹤0.01% | 1227 |
|