Stonebridge Capital Advisors’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 | $403K | Sell |
15,060
-2,825
| -16% | -$75.6K | 0.03% | 149 |
|
2025
Q1 | $478K | Sell |
17,885
-2,996
| -14% | -$80.1K | 0.04% | 133 |
|
2024
Q4 | $556K | Sell |
20,881
-4,975
| -19% | -$132K | 0.04% | 131 |
|
2024
Q3 | $689K | Sell |
25,856
-4,000
| -13% | -$107K | 0.06% | 126 |
|
2024
Q2 | $791K | Sell |
29,856
-22,412
| -43% | -$594K | 0.07% | 118 |
|
2024
Q1 | $1.38M | Sell |
52,268
-38,307
| -42% | -$1.01M | 0.12% | 111 |
|
2023
Q4 | $2.4M | Sell |
90,575
-4,173
| -4% | -$111K | 0.24% | 83 |
|
2023
Q3 | $2.47M | Sell |
94,748
-3,963
| -4% | -$103K | 0.27% | 78 |
|
2023
Q2 | $2.6M | Buy |
98,711
+2,197
| +2% | +$57.9K | 0.28% | 77 |
|
2023
Q1 | $2.57M | Buy |
96,514
+5,954
| +7% | +$158K | 0.29% | 75 |
|
2022
Q4 | $2.39M | Buy |
90,560
+13,435
| +17% | +$354K | 0.28% | 83 |
|
2022
Q3 | $2M | Buy |
77,125
+7,646
| +11% | +$198K | 0.26% | 88 |
|
2022
Q2 | $1.85M | Buy |
69,479
+7,024
| +11% | +$187K | 0.22% | 101 |
|
2022
Q1 | $1.67M | Buy |
62,455
+7,551
| +14% | +$201K | 0.18% | 103 |
|
2021
Q4 | $1.53M | Buy |
54,904
+4,301
| +8% | +$120K | 0.17% | 105 |
|
2021
Q3 | $1.42M | Sell |
50,603
-43,343
| -46% | -$1.21M | 0.17% | 104 |
|
2021
Q2 | $2.63M | Buy |
93,946
+48,116
| +105% | +$1.35M | 0.17% | 108 |
|
2021
Q1 | $1.28M | Buy |
45,830
+5,300
| +13% | +$148K | 0.17% | 104 |
|
2020
Q4 | $1.14M | Buy |
40,530
+20,430
| +102% | +$576K | 0.17% | 105 |
|
2020
Q3 | $565K | Buy |
20,100
+12,885
| +179% | +$362K | 0.1% | 120 |
|
2020
Q2 | $201K | Sell |
7,215
-1,500
| -17% | -$41.8K | 0.04% | 164 |
|
2020
Q1 | $236K | Buy |
8,715
+2,825
| +48% | +$76.5K | 0.05% | 143 |
|
2019
Q4 | $160K | Buy |
5,890
+3,525
| +149% | +$95.8K | 0.03% | 198 |
|
2019
Q3 | $64K | Buy |
2,365
+1,565
| +196% | +$42.4K | 0.01% | 286 |
|
2019
Q2 | $22K | Buy |
+800
| New | +$22K | ﹤0.01% | 441 |
|