SWM
Scissortail Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
52,804
-9,356
| -15% | -$250K | 0.34% | 60 |
|
|
2025
Q1 | $1.66M | Sell |
62,160
-3,491
| -5% | -$93.4K | 0.43% | 58 |
|
|
2024
Q4 | $1.75M | Buy |
65,651
+65,605
| +142,620% | +$1.75M | 0.45% | 57 |
|
|
2024
Q3 | $1.75M | Sell |
46
-53,794
| -100% | -$2.05B | 0.42% | 59 |
|
|
2024
Q2 | $1.43M | Sell |
53,840
-990
| -2% | -$26.2K | 0.36% | 61 |
|
|
2024
Q1 | $1.45M | Sell |
54,830
-2,660
| -5% | -$70.4K | 0.38% | 60 |
|
|
2023
Q4 | $1.52M | Buy |
+57,490
| New | +$1.52M | 0.48% | 52 |
|