BSAM
Blue Square Asset Management’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 | $741K | Sell |
29,176
-900
| -3% | -$22.9K | 0.35% | 45 |
|
|
2025
Q1 | $761K | Sell |
30,076
-947
| -3% | -$24K | 0.41% | 42 |
|
|
2024
Q4 | $781K | Sell |
31,023
-1,560
| -5% | -$39.3K | 0.39% | 48 |
|
|
2024
Q3 | $835K | Sell |
32,583
-1,149
| -3% | -$29.4K | 0.45% | 48 |
|
|
2024
Q2 | $844K | Sell |
33,732
-1,745
| -5% | -$43.7K | 0.49% | 51 |
|
|
2024
Q1 | $897K | Buy |
35,477
+448
| +1% | +$11.3K | 0.59% | 48 |
|
|
2023
Q4 | $896K | Buy |
+35,029
| New | +$896K | 0.6% | 56 |
|