Client 1st Advisory Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $511K | Hold |
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|
2025
Q2 | $506K | Hold |
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|
2025
Q1 | $504K | Hold |
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|
2024
Q4 | $502K | Hold |
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|
2024
Q3 | $511K | Hold |
|
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|
2024
Q2 | $498K | Hold |
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|
2024
Q1 | $503K | Hold |
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|
2023
Q4 | $510K | Sell |
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|
2023
Q3 | $535K | Hold |
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|
2023
Q2 | $551K | Hold |
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|
2023
Q1 | $561K | Hold |
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|
2022
Q4 | $550K | Buy |
|