Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
8,945
-4,122
| -32% | -$110K | 0.01% | 1087 |
|
|
2025
Q1 | $350K | Buy |
+13,067
| New | +$350K | 0.01% | 884 |
|
|
2024
Q2 | – | Sell |
-8,599
| Closed | -$228K | – | 1213 |
|
|
2024
Q1 | $228K | Buy |
+8,599
| New | +$228K | 0.01% | 1084 |
|
|
2023
Q4 | – | Sell |
-10,319
| Closed | -$269K | – | 995 |
|
|
2023
Q3 | $269K | Buy |
10,319
+37
| +0.4% | +$965 | 0.01% | 965 |
|
|
2023
Q2 | $271K | Buy |
+10,282
| New | +$271K | 0.01% | 982 |
|
|
2021
Q4 | – | Sell |
-8,101
| Closed | -$226K | – | 1400 |
|
|
2021
Q3 | $226K | Buy |
8,101
+14
| +0.2% | +$391 | 0.01% | 1190 |
|
|
2021
Q2 | $226K | Buy |
8,087
+901
| +13% | +$25.2K | 0.01% | 1206 |
|
|
2021
Q1 | $201K | Buy |
7,186
+9
| +0.1% | +$252 | 0.01% | 1197 |
|
|
2020
Q4 | $202K | Buy |
+7,177
| New | +$202K | 0.01% | 1084 |
|