Avantax Planning Partners’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$332K Hold
2025
Q2
$331K Sell
2025
Q1
$332K Sell
2024
Q4
$333K Sell
2024
Q3
$366K Sell
2024
Q2
$428K Sell
2024
Q1
$557K Buy