Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $751K | Sell |
30,018
-4,928
| -14% | -$123K | 0.01% | 598 |
|
|
2024
Q1 | $880K | Buy |
34,946
+28,507
| +443% | +$718K | 0.02% | 536 |
|
|
2023
Q4 | $164K | Hold |
6,439
| – | – | ﹤0.01% | 933 |
|
|
2023
Q3 | $158K | Sell |
6,439
-48,765
| -88% | -$1.2M | 0.01% | 792 |
|
|
2023
Q2 | $1.38M | Buy |
55,204
+1,123
| +2% | +$28.2K | 0.05% | 307 |
|
|
2023
Q1 | $1.38M | Buy |
54,081
+52,458
| +3,232% | +$1.34M | 0.06% | 287 |
|
|
2022
Q4 | $41K | Buy |
+1,623
| New | +$41K | ﹤0.01% | 1131 |
|
|
2020
Q3 | – | Sell |
-4,788
| Closed | -$128K | – | 1714 |
|
|
2020
Q2 | $128K | Sell |
4,788
-522
| -10% | -$14K | 0.01% | 672 |
|
|
2020
Q1 | $138K | Buy |
5,310
+42
| +0.8% | +$1.09K | 0.01% | 603 |
|
|
2019
Q4 | $137K | Sell |
5,268
-236
| -4% | -$6.14K | 0.01% | 704 |
|
|
2019
Q3 | $143K | Buy |
+5,504
| New | +$143K | 0.01% | 650 |
|