Advisory Services Network’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
10,000
| – | – | ﹤0.01% | 1518 |
|
|
2025
Q1 | $253K | Hold |
10,000
| – | – | ﹤0.01% | 1409 |
|
|
2024
Q4 | $251K | Sell |
10,000
-500
| -5% | -$12.6K | ﹤0.01% | 1386 |
|
|
2024
Q3 | $263K | Hold |
10,500
| – | – | 0.01% | 1270 |
|
|
2024
Q2 | $263K | Sell |
10,500
-500
| -5% | -$12.5K | 0.01% | 1270 |
|
|
2024
Q1 | $277K | Sell |
11,000
-1,599
| -13% | -$40.2K | 0.01% | 1184 |
|
|
2023
Q4 | $320K | Buy |
12,599
+649
| +5% | +$16.5K | 0.01% | 1060 |
|
|
2023
Q3 | $293K | Buy |
11,950
+3,950
| +49% | +$96.7K | 0.01% | 1145 |
|
|
2023
Q2 | $201K | Sell |
8,000
-500
| -6% | -$12.5K | 0.01% | 1307 |
|
|
2023
Q1 | $216K | Hold |
8,500
| – | – | 0.01% | 1268 |
|
|
2022
Q4 | $213K | Sell |
8,500
-15
| -0.2% | -$376 | 0.01% | 1240 |
|
|
2022
Q3 | $208K | Buy |
+8,515
| New | +$208K | 0.01% | 1185 |
|
|
2021
Q3 | – | Sell |
-411
| Closed | -$11K | – | 2264 |
|
|
2021
Q2 | $11K | Buy |
+411
| New | +$11K | ﹤0.01% | 2751 |
|
|
2021
Q1 | – | Sell |
-295
| Closed | -$8K | – | 2185 |
|
|
2020
Q4 | $8K | Sell |
295
-748
| -72% | -$20.3K | ﹤0.01% | 2539 |
|
|
2020
Q3 | $28K | Buy |
+1,043
| New | +$28K | ﹤0.01% | 1898 |
|