Brandywine Oak Private Wealth’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
2022
Q4
Sell
-10,946
Closed -$266K 267
2022
Q3
$266K Sell
10,946
-3,406
-24% -$82.8K 0.04% 219
2022
Q2
$361K Buy
14,352
+2,641
+23% +$66.4K 0.05% 209
2022
Q1
$297K Buy
11,711
+2,406
+26% +$61K 0.03% 259
2021
Q4
$264K Buy
+9,305
New +$264K 0.03% 287