Steward Partners Investment Advisory’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.9K | Buy |
3,048
+2,952
| +3,075% | +$74.5K | ﹤0.01% | 2259 |
|
|
2025
Q1 | $2.4K | Sell |
96
-961
| -91% | -$24.1K | ﹤0.01% | 3605 |
|
|
2024
Q4 | $26.4K | Sell |
1,057
-488
| -32% | -$12.2K | ﹤0.01% | 2648 |
|
|
2024
Q3 | $39.4K | Hold |
1,545
| – | – | ﹤0.01% | 2354 |
|
|
2024
Q2 | $38.4K | Hold |
1,545
| – | – | ﹤0.01% | 2229 |
|
|
2024
Q1 | $39K | Hold |
1,545
| – | – | ﹤0.01% | 2228 |
|
|
2023
Q4 | $39.6K | Hold |
1,545
| – | – | ﹤0.01% | 2094 |
|
|
2023
Q3 | $36.9K | Buy |
1,545
+808
| +110% | +$19.3K | ﹤0.01% | 2046 |
|
|
2023
Q2 | $18.3K | Buy |
+737
| New | +$18.3K | ﹤0.01% | 2332 |
|