Archford Capital Strategies’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 | $305K | Buy |
12,042
+587
| +5% | +$14.9K | 0.04% | 269 |
|
|
2025
Q1 | $290K | Sell |
11,455
-589
| -5% | -$14.9K | 0.04% | 251 |
|
|
2024
Q4 | $303K | Hold |
12,044
| – | – | 0.05% | 228 |
|
|
2024
Q3 | $305K | Sell |
12,044
-5,115
| -30% | -$130K | 0.05% | 219 |
|
|
2024
Q2 | $429K | Buy |
17,159
+1,885
| +12% | +$47.1K | 0.07% | 186 |
|
|
2024
Q1 | $384K | Buy |
15,274
+1,177
| +8% | +$29.6K | 0.06% | 202 |
|
|
2023
Q4 | $358K | Sell |
14,097
-357
| -2% | -$9.07K | 0.07% | 198 |
|
|
2023
Q3 | $354K | Sell |
14,454
-10,362
| -42% | -$254K | 0.07% | 226 |
|
|
2023
Q2 | $624K | Buy |
24,816
+10,953
| +79% | +$275K | 0.12% | 180 |
|
|
2023
Q1 | $354K | Buy |
13,863
+167
| +1% | +$4.26K | 0.07% | 228 |
|
|
2022
Q4 | $343K | Buy |
13,696
+1,644
| +14% | +$41.2K | 0.08% | 226 |
|
|
2022
Q3 | $294K | Sell |
12,052
-206
| -2% | -$5.03K | 0.08% | 229 |
|
|
2022
Q2 | $309K | Hold |
12,258
| – | – | 0.08% | 226 |
|
|
2022
Q1 | $311K | Buy |
12,258
+1,468
| +14% | +$37.2K | 0.07% | 233 |
|
|
2021
Q4 | $292K | Buy |
10,790
+104
| +1% | +$2.81K | 0.07% | 250 |
|
|
2021
Q3 | $289K | Hold |
10,686
| – | – | 0.07% | 254 |
|
|
2021
Q2 | $290K | Buy |
10,686
+2,584
| +32% | +$70.1K | 0.07% | 244 |
|
|
2021
Q1 | $220K | Buy |
+8,102
| New | +$220K | 0.06% | 255 |
|