WSTAM
Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $669K | Sell |
25,268
-3,048
| -11% | -$80.7K | 0.02% | 299 |
|
|
2023
Q4 | $752K | Sell |
28,316
-583,113
| -95% | -$15.5M | 0.02% | 269 |
|
|
2023
Q3 | $15.9M | Buy |
611,429
+47,651
| +8% | +$1.24M | 0.55% | 40 |
|
|
2023
Q2 | $14.8M | Buy |
563,778
+16,550
| +3% | +$436K | 0.49% | 50 |
|
|
2023
Q1 | $14.6M | Buy |
547,228
+10,978
| +2% | +$292K | 0.51% | 48 |
|
|
2022
Q4 | $14.1M | Buy |
536,250
+35,954
| +7% | +$948K | 0.54% | 42 |
|
|
2022
Q3 | $13M | Buy |
500,296
+69,789
| +16% | +$1.81M | 0.56% | 36 |
|
|
2022
Q2 | $11.5M | Buy |
430,507
+49,491
| +13% | +$1.32M | 0.48% | 47 |
|
|
2022
Q1 | $10M | Buy |
381,016
+89,040
| +30% | +$2.34M | 0.4% | 60 |
|
|
2021
Q4 | $8.13M | Buy |
291,976
+15,356
| +6% | +$428K | 0.28% | 83 |
|
|
2021
Q3 | $7.73M | Buy |
276,620
+38,235
| +16% | +$1.07M | 0.3% | 78 |
|
|
2021
Q2 | $6.68M | Buy |
238,385
+49,378
| +26% | +$1.38M | 0.26% | 86 |
|
|
2021
Q1 | $5.28M | Buy |
189,007
+25,248
| +15% | +$705K | 0.23% | 95 |
|
|
2020
Q4 | $4.61M | Buy |
163,759
+58,015
| +55% | +$1.63M | 0.22% | 93 |
|
|
2020
Q3 | $2.97M | Buy |
105,744
+83,889
| +384% | +$2.36M | 0.16% | 108 |
|
|
2020
Q2 | $609K | Buy |
21,855
+8,934
| +69% | +$249K | 0.04% | 210 |
|
|
2020
Q1 | $349K | Buy |
12,921
+5,554
| +75% | +$150K | 0.03% | 263 |
|
|
2019
Q4 | $200K | Buy |
+7,367
| New | +$200K | 0.01% | 398 |
|