Stratos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-32,655
| Closed | -$867K | – | 690 |
|
|
2023
Q4 | $867K | Buy |
32,655
+21,213
| +185% | +$563K | 0.05% | 357 |
|
|
2023
Q3 | $298K | Buy |
11,442
+571
| +5% | +$14.9K | 0.02% | 532 |
|
|
2023
Q2 | $286K | Hold |
10,871
| – | – | 0.02% | 514 |
|
|
2023
Q1 | $289K | Buy |
10,871
+3,020
| +38% | +$80.4K | 0.02% | 499 |
|
|
2022
Q4 | $207K | Buy |
+7,851
| New | +$207K | 0.02% | 542 |
|