Sigma Investment Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-22,955
| Closed | -$599K | – | 195 |
|
|
2023
Q3 | $599K | Sell |
22,955
-540
| -2% | -$14.1K | 0.05% | 116 |
|
|
2023
Q2 | $619K | Hold |
23,495
| – | – | 0.05% | 114 |
|
|
2023
Q1 | $625K | Sell |
23,495
-1,440
| -6% | -$38.3K | 0.05% | 116 |
|
|
2022
Q4 | $658K | Buy |
24,935
+540
| +2% | +$14.2K | 0.05% | 110 |
|
|
2022
Q3 | $632K | Hold |
24,395
| – | – | 0.05% | 111 |
|
|
2022
Q2 | $650K | Sell |
24,395
-2,400
| -9% | -$63.9K | 0.05% | 109 |
|
|
2022
Q1 | $714K | Sell |
26,795
-579
| -2% | -$15.4K | 0.05% | 112 |
|
|
2021
Q4 | $763K | Buy |
27,374
+301
| +1% | +$8.39K | 0.05% | 110 |
|
|
2021
Q3 | $757K | Buy |
27,073
+1
| +0% | +$28 | 0.06% | 106 |
|
|
2021
Q2 | $758K | Buy |
27,072
+1
| +0% | +$28 | 0.06% | 107 |
|
|
2021
Q1 | $756K | Buy |
27,071
+1
| +0% | +$28 | 0.06% | 107 |
|
|
2020
Q4 | $763K | Buy |
+27,070
| New | +$763K | 0.07% | 101 |
|
|
2020
Q3 | – | Sell |
-7,567
| Closed | -$211K | – | 139 |
|
|
2020
Q2 | $211K | Buy |
+7,567
| New | +$211K | 0.02% | 145 |
|