Avantax Planning Partners’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 | $331K | Sell |
13,043
-103
| -0.8% | -$2.61K | 0.01% | 337 |
|
|
2025
Q1 | $332K | Sell |
13,146
-102
| -0.8% | -$2.58K | 0.01% | 321 |
|
|
2024
Q4 | $333K | Sell |
13,248
-1,128
| -8% | -$28.4K | 0.01% | 317 |
|
|
2024
Q3 | $366K | Sell |
14,376
-2,739
| -16% | -$69.7K | 0.01% | 302 |
|
|
2024
Q2 | $428K | Sell |
17,115
-5,028
| -23% | -$126K | 0.01% | 308 |
|
|
2024
Q1 | $557K | Buy |
+22,143
| New | +$557K | 0.02% | 279 |
|