CFS
Commonwealth Financial Services’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 | $260K | Sell |
10,251
-440
| -4% | -$11.2K | 0.05% | 172 |
|
|
2025
Q1 | $270K | Sell |
10,691
-957
| -8% | -$24.2K | 0.06% | 158 |
|
|
2024
Q4 | $293K | Hold |
11,648
| – | – | 0.06% | 149 |
|
|
2024
Q3 | $296K | Buy |
11,648
+1,116
| +11% | +$28.4K | 0.06% | 154 |
|
|
2024
Q2 | $264K | Sell |
10,532
-2,851
| -21% | -$71.3K | 0.05% | 157 |
|
|
2024
Q1 | $340K | Hold |
13,383
| – | – | 0.08% | 124 |
|
|
2023
Q4 | $340K | Buy |
+13,383
| New | +$340K | 0.08% | 123 |
|