Stratos Wealth Partners’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 | $2.46M | Sell |
91,837
-11,368
| -11% | -$304K | 0.03% | 441 |
|
2025
Q1 | $2.76M | Sell |
103,205
-303
| -0.3% | -$8.11K | 0.04% | 371 |
|
2024
Q4 | $2.75M | Buy |
103,508
+4,710
| +5% | +$125K | 0.04% | 397 |
|
2024
Q3 | $2.63M | Buy |
98,798
+9,942
| +11% | +$265K | 0.04% | 393 |
|
2024
Q2 | $2.35M | Buy |
88,856
+50,426
| +131% | +$1.34M | 0.04% | 411 |
|
2024
Q1 | $1.02M | Buy |
38,430
+133
| +0.3% | +$3.52K | 0.02% | 640 |
|
2023
Q4 | $1.02M | Buy |
38,297
+15,426
| +67% | +$409K | 0.02% | 628 |
|
2023
Q3 | $596K | Buy |
+22,871
| New | +$596K | 0.01% | 760 |
|