Steward Partners Investment Advisory’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 | $1.02M | Sell |
38,218
-546
| -1% | -$14.6K | 0.01% | 989 |
|
|
2025
Q1 | $1.04M | Sell |
38,764
-5,023
| -11% | -$134K | 0.01% | 903 |
|
|
2024
Q4 | $1.17M | Sell |
43,787
-12,073
| -22% | -$321K | 0.01% | 819 |
|
|
2024
Q3 | $1.49M | Sell |
55,860
-19,755
| -26% | -$527K | 0.01% | 727 |
|
|
2024
Q2 | $2M | Sell |
75,615
-2,760
| -4% | -$73.1K | 0.02% | 583 |
|
|
2024
Q1 | $2.07M | Sell |
78,375
-6,791
| -8% | -$180K | 0.02% | 578 |
|
|
2023
Q4 | $2.26M | Sell |
85,166
-28,231
| -25% | -$749K | 0.03% | 473 |
|
|
2023
Q3 | $2.96M | Sell |
113,397
-2,798
| -2% | -$73K | 0.05% | 371 |
|
|
2023
Q2 | $3.06M | Sell |
116,195
-3,080
| -3% | -$81.1K | 0.05% | 364 |
|
|
2023
Q1 | $3.17M | Sell |
119,275
-428
| -0.4% | -$11.4K | 0.05% | 352 |
|
|
2022
Q4 | $3.16M | Sell |
119,703
-10,472
| -8% | -$276K | 0.05% | 344 |
|
|
2022
Q3 | $3.37M | Sell |
130,175
-4,570
| -3% | -$118K | 0.06% | 305 |
|
|
2022
Q2 | $3.59M | Buy |
134,745
+132,811
| +6,867% | +$3.54M | 0.07% | 298 |
|
|
2022
Q1 | $52K | Hold |
1,934
| – | – | ﹤0.01% | 1892 |
|
|
2021
Q4 | $54K | Hold |
1,934
| – | – | ﹤0.01% | 1868 |
|
|
2021
Q3 | $54K | Hold |
1,934
| – | – | ﹤0.01% | 1851 |
|
|
2021
Q2 | $54K | Hold |
1,934
| – | – | ﹤0.01% | 3180 |
|
|
2021
Q1 | $54K | Hold |
1,934
| – | – | ﹤0.01% | 1943 |
|
|
2020
Q4 | $54K | Hold |
1,934
| – | – | ﹤0.01% | 1632 |
|
|
2020
Q3 | $54K | Hold |
1,934
| – | – | ﹤0.01% | 1469 |
|
|
2020
Q2 | $54K | Hold |
1,934
| – | – | ﹤0.01% | 1383 |
|
|
2020
Q1 | $52K | Hold |
1,934
| – | – | ﹤0.01% | 1241 |
|
|
2019
Q4 | $52K | Hold |
1,934
| – | – | ﹤0.01% | 1374 |
|
|
2019
Q3 | $52K | Hold |
1,934
| – | – | ﹤0.01% | 1331 |
|
|
2019
Q2 | $52K | Buy |
+1,934
| New | +$52K | ﹤0.01% | 1321 |
|