Carr Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,000
| Closed | -$201K | – | 190 |
|
|
2024
Q1 | $201K | Hold |
8,000
| – | – | 0.07% | 176 |
|
|
2023
Q4 | $203K | Buy |
+8,000
| New | +$203K | 0.08% | 164 |
|
|
2023
Q3 | – | Sell |
-8,000
| Closed | -$201K | – | 168 |
|
|
2023
Q2 | $201K | Hold |
8,000
| – | – | 0.08% | 174 |
|
|
2023
Q1 | $204K | Buy |
+8,000
| New | +$204K | 0.09% | 168 |
|