AssetMark Inc’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	$520K	Buy	20,448 +10,720	+110%	+$272K	﹤0.01%	1043
2025 Q1	$246K	Buy	9,728 +7,457	+328%	+$189K	﹤0.01%	1095
2024 Q4	$57.2K	Buy	2,271 +1,896	+506%	+$47.7K	﹤0.01%	1394
2024 Q3	$9.61K	Hold	375	–	–	﹤0.01%	1631
2024 Q2	$9.38K	Buy	+375	New	+$9.38K	﹤0.01%	1504