Tradition Wealth Management’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 |
-1,220
| Closed | -$32K | – | 757 |
|
|
2023
Q4 | $32K | Buy |
1,220
+4
| +0.3% | +$105 | ﹤0.01% | 730 |
|
|
2023
Q3 | $32K | Buy |
1,216
+603
| +98% | +$15.9K | ﹤0.01% | 713 |
|
|
2023
Q2 | $16K | Buy |
613
+2
| +0.3% | +$52 | ﹤0.01% | 924 |
|
|
2023
Q1 | $16K | Buy |
611
+2
| +0.3% | +$52 | ﹤0.01% | 881 |
|
|
2022
Q4 | $16K | Buy |
609
+3
| +0.5% | +$79 | ﹤0.01% | 795 |
|
|
2022
Q3 | $16K | Buy |
606
+1
| +0.2% | +$26 | ﹤0.01% | 810 |
|
|
2022
Q2 | $16K | Buy |
605
+1
| +0.2% | +$26 | ﹤0.01% | 695 |
|
|
2022
Q1 | $16K | Buy |
604
+101
| +20% | +$2.68K | ﹤0.01% | 771 |
|
|
2021
Q4 | $14K | Buy |
503
+1
| +0.2% | +$28 | ﹤0.01% | 816 |
|
|
2021
Q3 | $14K | Buy |
502
+1
| +0.2% | +$28 | ﹤0.01% | 811 |
|
|
2021
Q2 | $14K | Buy |
501
+1
| +0.2% | +$28 | ﹤0.01% | 850 |
|
|
2021
Q1 | $14K | Hold |
500
| – | – | ﹤0.01% | 708 |
|
|
2020
Q4 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 660 |
|