Capital Investment Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
58,555
+6,805
| +13% | +$173K | 0.03% | 273 |
|
|
2025
Q1 | $1.31M | Buy |
51,750
+2,621
| +5% | +$66.3K | 0.03% | 285 |
|
|
2024
Q4 | $1.24M | Buy |
49,129
+10,268
| +26% | +$259K | 0.03% | 282 |
|
|
2024
Q3 | $996K | Buy |
38,861
+2,397
| +7% | +$61.4K | 0.02% | 299 |
|
|
2024
Q2 | $912K | Buy |
36,464
+5,707
| +19% | +$143K | 0.02% | 298 |
|
|
2024
Q1 | $777K | Buy |
30,757
+1,293
| +4% | +$32.7K | 0.02% | 327 |
|
|
2023
Q4 | $754K | Buy |
29,464
+3,812
| +15% | +$97.5K | 0.02% | 313 |
|
|
2023
Q3 | $626K | Buy |
25,652
+2,765
| +12% | +$67.5K | 0.02% | 321 |
|
|
2023
Q2 | $576K | Buy |
22,887
+4,302
| +23% | +$108K | 0.02% | 320 |
|
|
2023
Q1 | $476K | Buy |
18,585
+4,078
| +28% | +$104K | 0.01% | 357 |
|
|
2022
Q4 | $364K | Buy |
+14,507
| New | +$364K | 0.01% | 407 |
|