Benjamin Edwards Inc’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
81,830
+49,171
| +151% | +$1.25M | 0.03% | 452 |
|
|
2025
Q1 | $826K | Buy |
32,659
+2,279
| +8% | +$57.6K | 0.01% | 638 |
|
|
2024
Q4 | $765K | Buy |
30,380
+4,131
| +16% | +$104K | 0.01% | 693 |
|
|
2024
Q3 | $673K | Buy |
+26,249
| New | +$673K | 0.01% | 704 |
|
|
2021
Q1 | – | Sell |
-296
| Closed | -$8K | – | 387 |
|
|
2020
Q4 | $8K | Buy |
296
+15
| +5% | +$405 | 0.01% | 333 |
|
|
2020
Q3 | $8K | Buy |
281
+150
| +115% | +$4.27K | 0.01% | 318 |
|
|
2020
Q2 | $4K | Sell |
131
-25
| -16% | -$763 | ﹤0.01% | 350 |
|
|
2020
Q1 | $4K | Buy |
+156
| New | +$4K | ﹤0.01% | 340 |
|
|
2019
Q4 | – | Sell |
-71
| Closed | -$2K | – | 291 |
|
|
2019
Q3 | $2K | Buy |
+71
| New | +$2K | ﹤0.01% | 280 |
|