Creative Planning’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $816K | Buy |
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|
2025
Q4 | $499K | Hold |
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|
2025
Q3 | $500K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $229K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $312K | Hold |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $605K | Sell |
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|
2021
Q3 | $618K | Sell |
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|
2021
Q2 | $625K | Buy |
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