Royal Harbor Partners’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31,245
| Closed | -$827K | – | 50 |
|
|
2024
Q1 | $827K | Sell |
31,245
-1,794
| -5% | -$47.5K | 0.36% | 33 |
|
|
2023
Q4 | $877K | Sell |
33,039
-2,369
| -7% | -$62.9K | 0.41% | 32 |
|
|
2023
Q3 | $923K | Sell |
35,408
-3,259
| -8% | -$85K | 0.48% | 31 |
|
|
2023
Q2 | $1.02M | Buy |
38,667
+6,914
| +22% | +$182K | 0.5% | 40 |
|
|
2023
Q1 | $845K | Buy |
31,753
+1,023
| +3% | +$27.2K | 0.45% | 45 |
|
|
2022
Q4 | $810K | Buy |
30,730
+10,185
| +50% | +$269K | 0.5% | 48 |
|
|
2022
Q3 | $533K | Buy |
+20,545
| New | +$533K | 0.36% | 50 |
|