Commonwealth Equity Services’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
$1.59M Buy
62,636
+1,977
+3% +$50.2K ﹤0.01% 2174
2025
Q1
$1.53M Buy
60,659
+30,536
+101% +$772K ﹤0.01% 2119
2024
Q4
$759K Buy
30,123
+5,872
+24% +$148K ﹤0.01% 2619
2024
Q3
$622K Sell
24,251
-17,277
-42% -$443K ﹤0.01% 2726
2024
Q2
$1.04M Buy
41,528
+1,210
+3% +$30.3K ﹤0.01% 2254
2024
Q1
$1.02M Buy
40,318
+1,743
+5% +$44.1K ﹤0.01% 2234
2023
Q4
$987K Buy
38,575
+2,230
+6% +$57.1K ﹤0.01% 2189
2023
Q3
$887K Sell
36,345
-3,715
-9% -$90.7K ﹤0.01% 2170
2023
Q2
$1.01M Buy
40,060
+1,637
+4% +$41.2K ﹤0.01% 2090
2023
Q1
$983 Buy
38,423
+22,684
+144% +$580 ﹤0.01% 2058
2022
Q4
$394K Sell
15,739
-2,893
-16% -$72.4K ﹤0.01% 2661
2022
Q3
$450K Buy
+18,632
New +$450K ﹤0.01% 2497