C1AG
Client 1st Advisory Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
9,960
| – | – | 0.09% | 111 |
|
|
2025
Q1 | $252K | Hold |
9,960
| – | – | 0.1% | 113 |
|
|
2024
Q4 | $250K | Hold |
9,960
| – | – | 0.1% | 116 |
|
|
2024
Q3 | $253K | Hold |
9,960
| – | – | 0.1% | 107 |
|
|
2024
Q2 | $249K | Hold |
9,960
| – | – | 0.11% | 99 |
|
|
2024
Q1 | $251K | Hold |
9,960
| – | – | 0.11% | 98 |
|
|
2023
Q4 | $253K | Sell |
9,960
-1,996
| -17% | -$50.7K | 0.12% | 90 |
|
|
2023
Q3 | $293K | Hold |
11,956
| – | – | 0.15% | 76 |
|
|
2023
Q2 | $300K | Hold |
11,956
| – | – | 0.16% | 76 |
|
|
2023
Q1 | $304K | Hold |
11,956
| – | – | 0.17% | 68 |
|
|
2022
Q4 | $300K | Buy |
+11,956
| New | +$300K | 0.18% | 65 |
|