Cetera Investment Advisers’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 | $866K | Buy |
34,100
+10,112
| +42% | +$257K | ﹤0.01% | 2506 |
|
|
2025
Q1 | $607K | Buy |
23,988
+7,389
| +45% | +$187K | ﹤0.01% | 2682 |
|
|
2024
Q4 | $418K | Buy |
+16,599
| New | +$418K | ﹤0.01% | 2820 |
|
|
2024
Q2 | – | Sell |
-34,235
| Closed | -$865K | – | 3751 |
|
|
2024
Q1 | $865K | Buy |
34,235
+10,003
| +41% | +$253K | ﹤0.01% | 2191 |
|
|
2023
Q4 | $620K | Buy |
24,232
+4,232
| +21% | +$108K | 0.01% | 1378 |
|
|
2023
Q3 | $488K | Buy |
20,000
+5,000
| +33% | +$122K | ﹤0.01% | 1434 |
|
|
2023
Q2 | $377K | Buy |
15,000
+6,000
| +67% | +$151K | ﹤0.01% | 1604 |
|
|
2023
Q1 | $230K | Buy |
+9,000
| New | +$230K | ﹤0.01% | 1868 |
|