Benjamin Edwards Inc’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 | $1.07M | Sell |
42,051
-1,456
| -3% | -$36.9K | 0.01% | 607 |
|
|
2025
Q1 | $1.1M | Buy |
43,507
+2,993
| +7% | +$75.7K | 0.02% | 551 |
|
|
2024
Q4 | $1.02M | Buy |
40,514
+5,711
| +16% | +$144K | 0.01% | 604 |
|
|
2024
Q3 | $886K | Buy |
+34,803
| New | +$886K | 0.01% | 628 |
|
|
2023
Q3 | – | Sell |
-985
| Closed | -$25K | – | 659 |
|
|
2023
Q2 | $25K | Sell |
985
-16
| -2% | -$406 | 0.01% | 523 |
|
|
2023
Q1 | $25K | Buy |
+1,001
| New | +$25K | 0.01% | 521 |
|
|
2020
Q3 | – | Sell |
-132
| Closed | -$4K | – | 369 |
|
|
2020
Q2 | $4K | Sell |
132
-22
| -14% | -$667 | ﹤0.01% | 349 |
|
|
2020
Q1 | $4K | Buy |
+154
| New | +$4K | ﹤0.01% | 339 |
|
|
2019
Q4 | – | Sell |
-72
| Closed | -$2K | – | 290 |
|
|
2019
Q3 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 279 |
|