UBS Group’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 | $7.98M | Sell |
316,111
-23,204
| -7% | -$585K | ﹤0.01% | 2627 |
|
2025
Q1 | $8.5M | Buy |
339,315
+84,113
| +33% | +$2.11M | ﹤0.01% | 2520 |
|
2024
Q4 | $6.37M | Buy |
255,202
+148,229
| +139% | +$3.7M | ﹤0.01% | 2763 |
|
2024
Q3 | $2.73M | Buy |
106,973
+15,880
| +17% | +$405K | ﹤0.01% | 2786 |
|
2024
Q2 | $2.26M | Buy |
91,093
+24,711
| +37% | +$614K | ﹤0.01% | 2748 |
|
2024
Q1 | $1.68M | Buy |
66,382
+65,181
| +5,427% | +$1.65M | ﹤0.01% | 3121 |
|
2023
Q4 | $30.7K | Buy |
+1,201
| New | +$30.7K | ﹤0.01% | 5627 |
|