Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘24
2001
12 74 62 26.8%
2002
12 39 27 31.8%
2003
12 25 13 6.55%
KB icon
2004
KB Financial Group
KB
$39.3B
12 90 78 93.6%
2005
12 45 33 36.3%
2006
12 20 8 60.3%
2007
12 26 14 23.3%
2008
12 34 22 14%
2009
12 35 23 24.5%
2010
12 65 53 1.8%
IBMR icon
2011
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$428M
12 22 10 3.06%
2012
12 65 53 269%
2013
12 67 55 26.3%
2014
12 68 56 40.5%
2015
12 208 196 32.2%
2016
12 48 36 128%
2017
12 16 4 70.6%
2018
12 49 37 28.1%
2019
12 20 8 65%
2020
12 125 113 43.6%
2021
12 31 19 16.2%
2022
12 122 110 43.2%
2023
12 93 81 60.2%
2024
12 60 48 57.7%
2025
12 43 31 16.3%