Clearstead Advisors’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	$22.8M	Buy	898,400 +27,344	+3%	+$693K	0.32%	65
2025 Q1	$22M	Sell	871,056 -9,061	-1%	-$229K	0.34%	61
2024 Q4	$22.1M	Buy	880,117 +69,453	+9%	+$1.75M	0.34%	63
2024 Q3	$20.6M	Buy	810,664 +20,018	+3%	+$509K	0.32%	67
2024 Q2	$19.8M	Buy	+790,646	New	+$19.8M	0.34%	62