Beacon Pointe Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Sell |
30,410
-3,525
| -10% | -$89.4K | 0.01% | 743 |
|
|
2025
Q1 | $858K | Buy |
33,935
+2,211
| +7% | +$55.9K | 0.01% | 671 |
|
|
2024
Q4 | $798K | Buy |
31,724
+1,486
| +5% | +$37.4K | 0.01% | 695 |
|
|
2024
Q3 | $770K | Buy |
30,238
+1,433
| +5% | +$36.5K | 0.01% | 703 |
|
|
2024
Q2 | $720K | Buy |
28,805
+7,774
| +37% | +$194K | 0.01% | 739 |
|
|
2024
Q1 | $529K | Buy |
21,031
+7,825
| +59% | +$197K | 0.01% | 885 |
|
|
2023
Q4 | $336K | Buy |
13,206
+1,352
| +11% | +$34.4K | ﹤0.01% | 1030 |
|
|
2023
Q3 | $290K | Buy |
+11,854
| New | +$290K | ﹤0.01% | 1073 |
|
|
2023
Q2 | – | Sell |
-10,155
| Closed | -$259K | – | 1122 |
|
|
2023
Q1 | $259K | Sell |
10,155
-2,000
| -16% | -$50.9K | ﹤0.01% | 986 |
|
|
2022
Q4 | $305K | Buy |
12,155
+2,693
| +28% | +$67.5K | 0.01% | 859 |
|
|
2022
Q3 | $231K | Sell |
9,462
-4,693
| -33% | -$115K | 0.01% | 882 |
|
|
2022
Q2 | $356K | Buy |
+14,155
| New | +$356K | 0.01% | 766 |
|
|
2021
Q4 | – | Sell |
-12,252
| Closed | -$331K | – | 968 |
|
|
2021
Q3 | $331K | Buy |
12,252
+20
| +0.2% | +$540 | 0.01% | 668 |
|
|
2021
Q2 | $332K | Buy |
12,232
+26
| +0.2% | +$706 | 0.01% | 632 |
|
|
2021
Q1 | $329K | Buy |
12,206
+15
| +0.1% | +$404 | 0.02% | 367 |
|
|
2020
Q4 | $333K | Buy |
12,191
+223
| +2% | +$6.09K | 0.02% | 348 |
|
|
2020
Q3 | $324K | Buy |
11,968
+952
| +9% | +$25.8K | 0.03% | 284 |
|
|
2020
Q2 | $296K | Sell |
11,016
-746
| -6% | -$20K | 0.03% | 299 |
|
|
2020
Q1 | $306K | Buy |
+11,762
| New | +$306K | 0.05% | 232 |
|