Capital Investment Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Sell	56,630 -8,218	-13%	-$209K	0.02%	288
2025 Q4	$1.65M	Buy	64,848 +600	+0.9%	+$15.2K	0.03%	263
2025 Q3	$1.64M	Buy	64,248 +2,174	+4%	+$55.3K	0.03%	264
2025 Q2	$1.57M	Buy	62,074 +6,978	+13%	+$176K	0.03%	266
2025 Q1	$1.39M	Buy	55,096 +2,609	+5%	+$65.8K	0.03%	274
2024 Q4	$1.32M	Buy	52,487 +9,865	+23%	+$249K	0.03%	271
2024 Q3	$1.08M	Buy	42,622 +2,309	+6%	+$58.4K	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%	+$12.6K	0.02%	310
2023 Q4	$867K	Buy	34,124 +4,882	+17%	+$121K	0.02%	290
2023 Q3	$716K	Buy	29,242 +3,431	+13%	+$85.4K	0.02%	306
2023 Q2	$647K	Buy	25,811 +4,324	+20%	+$109K	0.02%	304
2023 Q1	$547K	Buy	21,487 +4,079	+23%	+$103K	0.02%	339
2022 Q4	$437K	Buy	17,408 +9,105	+110%	+$225K	0.01%	378
2022 Q3	$203K	Buy	8,303 +301	+4%	+$7.6K	0.01%	497
2022 Q2	$201K	Buy	+8,002	New	+$200K	0.01%	524