Woodmont Investment Counsel’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	$2.31M	Buy	91,404 +15,348	+20%	+$387K	0.15%	96
2025 Q1	$1.9M	Buy	76,056 +10,652	+16%	+$267K	0.14%	104
2024 Q4	$1.63M	Buy	65,404 +45,023	+221%	+$1.12M	0.12%	113
2024 Q3	$520K	Buy	+20,381	New	+$520K	0.04%	176