Stifel Financial’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 | $3.08M | Buy |
122,180
+94,692
| +344% | +$2.39M | ﹤0.01% | 1538 |
|
|
2025
Q1 | $688K | Buy |
27,488
+4,296
| +19% | +$108K | ﹤0.01% | 2469 |
|
|
2024
Q4 | $579K | Buy |
+23,192
| New | +$579K | ﹤0.01% | 2591 |
|
|
2024
Q2 | – | Sell |
-12,686
| Closed | -$320K | – | 3411 |
|
|
2024
Q1 | $320K | Buy |
12,686
+1,186
| +10% | +$29.9K | ﹤0.01% | 2873 |
|
|
2023
Q4 | $294K | Buy |
+11,500
| New | +$294K | ﹤0.01% | 2862 |
|