Wick Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,253
| Closed | -$299K | – | 45 |
|
|
2023
Q4 | $299K | Buy |
11,253
+597
| +6% | +$15.8K | 0.12% | 52 |
|
|
2023
Q3 | $278K | Buy |
+10,656
| New | +$278K | 0.16% | 53 |
|
|
2023
Q2 | – | Sell |
-17,292
| Closed | -$460K | – | 58 |
|
|
2023
Q1 | $460K | Sell |
17,292
-3,595
| -17% | -$95.6K | 0.26% | 42 |
|
|
2022
Q4 | $551K | Buy |
+20,887
| New | +$551K | 0.31% | 33 |
|