Client 1st Advisory Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $254K | Hold |
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|
2025
Q2 | $252K | Hold |
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|
2025
Q1 | $252K | Hold |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $249K | Hold |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $253K | Sell |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $304K | Hold |
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|
2022
Q4 | $300K | Buy |
|