WealthBridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
17,212
+717
| +4% | +$19.2K | 0.12% | 124 |
|
|
2025
Q1 | $441K | Buy |
16,495
+306
| +2% | +$8.19K | 0.12% | 119 |
|
|
2024
Q4 | $431K | Buy |
16,189
+1,414
| +10% | +$37.6K | 0.12% | 119 |
|
|
2024
Q3 | $394K | Buy |
14,775
+3,662
| +33% | +$97.6K | 0.11% | 130 |
|
|
2024
Q2 | $294K | Sell |
11,113
-829
| -7% | -$22K | 0.1% | 131 |
|
|
2024
Q1 | $316K | Sell |
11,942
-113
| -0.9% | -$2.99K | 0.11% | 127 |
|
|
2023
Q4 | $320K | Sell |
12,055
-809
| -6% | -$21.5K | 0.12% | 119 |
|
|
2023
Q3 | $335K | Sell |
12,864
-440
| -3% | -$11.5K | 0.14% | 113 |
|
|
2023
Q2 | $350K | Sell |
13,304
-660
| -5% | -$17.4K | 0.14% | 116 |
|
|
2023
Q1 | $372K | Buy |
13,964
+1,781
| +15% | +$47.4K | 0.15% | 118 |
|
|
2022
Q4 | $321K | Buy |
+12,183
| New | +$321K | 0.13% | 141 |
|
|
2021
Q1 | – | Sell |
-7,114
| Closed | -$200K | – | 159 |
|
|
2020
Q4 | $200K | Buy |
+7,114
| New | +$200K | 0.09% | 142 |
|
|
2019
Q2 | – | Sell |
-4,700
| Closed | -$125K | – | 445 |
|
|
2019
Q1 | $125K | Buy |
+4,700
| New | +$125K | 0.08% | 160 |
|