Corient Private Wealth
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Corient Private Wealth’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Corient Private Wealth’s Portfolio IBMQ Stock Details IBMQ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$296K Sell
2025
Q1 		$864K Sell
2024
Q4 		$7.57M Sell
2024
Q3 		$8.14M Sell
2024
Q2 		$8.25M Sell
2024
Q1 		$8.77M Buy
2023
Q4 		– Sell
2023
Q3 		$8M Buy
2023
Q2 		$7.04M Buy