Cetera Investment Advisers’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 | $790K | Buy |
31,161
+5,466
| +21% | +$139K | ﹤0.01% | 2587 |
|
|
2025
Q1 | $650K | Buy |
25,695
+6,601
| +35% | +$167K | ﹤0.01% | 2624 |
|
|
2024
Q4 | $480K | Buy |
19,094
+11,040
| +137% | +$278K | ﹤0.01% | 2716 |
|
|
2024
Q3 | $205K | Buy |
+8,054
| New | +$205K | ﹤0.01% | 3361 |
|
|
2024
Q2 | – | Sell |
-29,999
| Closed | -$755K | – | 3750 |
|
|
2024
Q1 | $755K | Buy |
29,999
+10,768
| +56% | +$271K | ﹤0.01% | 2296 |
|
|
2023
Q4 | $489K | Buy |
19,231
+231
| +1% | +$5.87K | ﹤0.01% | 1505 |
|
|
2023
Q3 | $465K | Hold |
19,000
| – | – | ﹤0.01% | 1463 |
|
|
2023
Q2 | $476K | Hold |
19,000
| – | – | ﹤0.01% | 1478 |
|
|
2023
Q1 | $484K | Hold |
19,000
| – | – | ﹤0.01% | 1456 |
|
|
2022
Q4 | $476K | Buy |
+19,000
| New | +$476K | ﹤0.01% | 1403 |
|