Capital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
62,074
+6,978
| +13% | +$177K | 0.03% | 265 |
|
|
2025
Q1 | $1.39M | Buy |
55,096
+2,609
| +5% | +$66K | 0.03% | 274 |
|
|
2024
Q4 | $1.32M | Buy |
52,487
+9,865
| +23% | +$248K | 0.03% | 271 |
|
|
2024
Q3 | $1.08M | Buy |
42,622
+2,309
| +6% | +$58.8K | 0.02% | 291 |
|
|
2024
Q2 | $1.01M | Buy |
40,313
+5,692
| +16% | +$142K | 0.02% | 288 |
|
|
2024
Q1 | $871K | Buy |
34,621
+497
| +1% | +$12.5K | 0.02% | 310 |
|
|
2023
Q4 | $867K | Buy |
34,124
+4,882
| +17% | +$124K | 0.02% | 290 |
|
|
2023
Q3 | $716K | Buy |
29,242
+3,431
| +13% | +$84K | 0.02% | 306 |
|
|
2023
Q2 | $647K | Buy |
25,811
+4,324
| +20% | +$108K | 0.02% | 304 |
|
|
2023
Q1 | $547K | Buy |
21,487
+4,079
| +23% | +$104K | 0.02% | 339 |
|
|
2022
Q4 | $437K | Buy |
17,408
+9,105
| +110% | +$229K | 0.01% | 378 |
|
|
2022
Q3 | $203K | Buy |
8,303
+301
| +4% | +$7.36K | 0.01% | 497 |
|
|
2022
Q2 | $201K | Buy |
+8,002
| New | +$201K | 0.01% | 524 |
|