Archford Capital Strategies’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
13,065
+591
| +5% | +$15K | 0.04% | 259 |
|
|
2025
Q1 | $315K | Hold |
12,474
| – | – | 0.05% | 242 |
|
|
2024
Q4 | $314K | Hold |
12,474
| – | – | 0.05% | 225 |
|
|
2024
Q3 | $317K | Sell |
12,474
-5,133
| -29% | -$131K | 0.05% | 212 |
|
|
2024
Q2 | $441K | Buy |
17,607
+1,879
| +12% | +$47K | 0.07% | 184 |
|
|
2024
Q1 | $397K | Buy |
15,728
+1,530
| +11% | +$38.7K | 0.07% | 196 |
|
|
2023
Q4 | $363K | Sell |
14,198
-359
| -2% | -$9.19K | 0.07% | 196 |
|
|
2023
Q3 | $355K | Sell |
14,557
-10,386
| -42% | -$254K | 0.07% | 225 |
|
|
2023
Q2 | $630K | Buy |
24,943
+10,891
| +78% | +$275K | 0.12% | 177 |
|
|
2023
Q1 | $361K | Buy |
14,052
+63
| +0.5% | +$1.62K | 0.08% | 224 |
|
|
2022
Q4 | $351K | Buy |
13,989
+1,615
| +13% | +$40.5K | 0.08% | 224 |
|
|
2022
Q3 | $299K | Hold |
12,374
| – | – | 0.08% | 226 |
|
|
2022
Q2 | $310K | Buy |
12,374
+211
| +2% | +$5.29K | 0.08% | 225 |
|
|
2022
Q1 | $309K | Buy |
12,163
+1,472
| +14% | +$37.4K | 0.07% | 235 |
|
|
2021
Q4 | $291K | Buy |
10,691
+103
| +1% | +$2.8K | 0.07% | 251 |
|
|
2021
Q3 | $288K | Hold |
10,588
| – | – | 0.07% | 257 |
|
|
2021
Q2 | $290K | Buy |
10,588
+2,562
| +32% | +$70.2K | 0.07% | 245 |
|
|
2021
Q1 | $220K | Buy |
+8,026
| New | +$220K | 0.06% | 256 |
|