CAPTRUST Financial Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
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|
2025
Q1 | $515K | Buy |
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|
2024
Q4 | $338K | Sell |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $395K | Buy |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $582K | Hold |
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|
2023
Q2 | $599K | Sell |
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|
2023
Q1 | $768K | Sell |
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|
2022
Q4 | $846K | Sell |
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|
2022
Q3 | $2.03M | Buy |
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|
2022
Q2 | $1.88M | Sell |
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|
2022
Q1 | $4.05M | Sell |
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|
2021
Q4 | $4.84M | Sell |
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|
2021
Q3 | $4.86M | Sell |
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|
2021
Q2 | $5.23M | Buy |
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|
2021
Q1 | $5.02M | Buy |
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|
2020
Q4 | $4.31M | Buy |
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|
2020
Q3 | $4.02M | Sell |
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|
2020
Q2 | $4M | Buy |
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|
2020
Q1 | $860K | Buy |
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