Stifel Financial’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-32,380
| Closed | -$867K | – | 3625 |
|
|
2025
Q3 | $867K | Buy |
32,380
+2,730
| +9% | +$73K | ﹤0.01% | 2483 |
|
|
2025
Q2 | $794K | Buy |
29,650
+7,689
| +35% | +$205K | ﹤0.01% | 2487 |
|
|
2025
Q1 | $587K | Buy |
21,961
+2,114
| +11% | +$56.4K | ﹤0.01% | 2585 |
|
|
2024
Q4 | $528K | Buy |
19,847
+737
| +4% | +$19.6K | ﹤0.01% | 2642 |
|
|
2024
Q3 | $509K | Sell |
19,110
-82,807
| -81% | -$2.2M | ﹤0.01% | 2672 |
|
|
2024
Q2 | $2.7M | Buy |
101,917
+21,158
| +26% | +$559K | ﹤0.01% | 1523 |
|
|
2024
Q1 | $2.14M | Sell |
80,759
-51,933
| -39% | -$1.37M | ﹤0.01% | 1676 |
|
|
2023
Q4 | $3.52M | Buy |
132,692
+8,616
| +7% | +$227K | ﹤0.01% | 1305 |
|
|
2023
Q3 | $3.24M | Buy |
124,076
+5,349
| +5% | +$140K | ﹤0.01% | 1283 |
|
|
2023
Q2 | $3.13M | Buy |
118,727
+14,459
| +14% | +$381K | ﹤0.01% | 1324 |
|
|
2023
Q1 | $2.77M | Buy |
+104,268
| New | +$2.76M | ﹤0.01% | 1367 |
|
|
2022
Q4 | – | Sell |
-11,154
| Closed | -$289K | – | 3338 |
|
|
2022
Q3 | $289K | Buy |
11,154
+360
| +3% | +$9.56K | ﹤0.01% | 2742 |
|
|
2022
Q2 | $287K | Sell |
10,794
-872
| -7% | -$23K | ﹤0.01% | 2779 |
|
|
2022
Q1 | $311K | Sell |
11,666
-1,202
| -9% | -$32.7K | ﹤0.01% | 2862 |
|
|
2021
Q4 | $359K | Buy |
12,868
+289
| +2% | +$8.06K | ﹤0.01% | 2801 |
|
|
2021
Q3 | $352K | Buy |
12,579
+449
| +4% | +$12.6K | ﹤0.01% | 2797 |
|
|
2021
Q2 | $340K | Buy |
12,130
+1,738
| +17% | +$48.7K | ﹤0.01% | 2815 |
|
|
2021
Q1 | $290K | Buy |
10,392
+957
| +10% | +$26.9K | ﹤0.01% | 2818 |
|
|
2020
Q4 | $266K | Buy |
9,435
+910
| +11% | +$25.6K | ﹤0.01% | 2664 |
|
|
2020
Q3 | $240K | Sell |
8,525
-6,460
| -43% | -$181K | ﹤0.01% | 2518 |
|
|
2020
Q2 | $418K | Sell |
14,985
-266
| -2% | -$7.31K | ﹤0.01% | 2162 |
|
|
2020
Q1 | $414K | Buy |
15,251
+232
| +2% | +$6.32K | ﹤0.01% | 1983 |
|
|
2019
Q4 | $409K | Buy |
15,019
+2,081
| +16% | +$56.5K | ﹤0.01% | 2384 |
|
|
2019
Q3 | $353K | Buy |
12,938
+3,358
| +35% | +$91.2K | ﹤0.01% | 2361 |
|
|
2019
Q2 | $262K | Buy |
9,580
+1,128
| +13% | +$30.1K | ﹤0.01% | 2566 |
|
|
2019
Q1 | $224K | Buy |
+8,452
| New | +$222K | ﹤0.01% | 2534 |
|