Atwater Malick’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 | $2.03M | Buy |
80,088
+3,163
| +4% | +$80.2K | 0.64% | 32 |
|
|
2025
Q1 | $1.94M | Buy |
76,925
+20,536
| +36% | +$519K | 0.66% | 31 |
|
|
2024
Q4 | $1.42M | Sell |
56,389
-2,245
| -4% | -$56.4K | 0.47% | 33 |
|
|
2024
Q3 | $1.49M | Buy |
58,634
+1,999
| +4% | +$50.9K | 0.48% | 33 |
|
|
2024
Q2 | $1.42M | Buy |
56,635
+8,791
| +18% | +$220K | 0.49% | 32 |
|
|
2024
Q1 | $1.2M | Buy |
47,844
+3,718
| +8% | +$93.6K | 0.42% | 35 |
|
|
2023
Q4 | $1.12M | Buy |
44,126
+1,843
| +4% | +$46.8K | 0.44% | 34 |
|
|
2023
Q3 | $1.04M | Buy |
42,283
+11,981
| +40% | +$293K | 0.46% | 34 |
|
|
2023
Q2 | $760K | Buy |
30,302
+18,037
| +147% | +$452K | 0.32% | 37 |
|
|
2023
Q1 | $312K | Buy |
12,265
+1,929
| +19% | +$49.1K | 0.15% | 50 |
|
|
2022
Q4 | $259K | Buy |
10,336
+1,410
| +16% | +$35.4K | 0.13% | 50 |
|
|
2022
Q3 | $218K | Buy |
+8,926
| New | +$218K | 0.12% | 51 |
|