Creative Planning’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,343
| Closed | -$229K | – | 2859 |
|
|
2023
Q3 | $229K | Buy |
+9,343
| New | +$229K | ﹤0.01% | 2135 |
|
|
2022
Q4 | – | Sell |
-12,804
| Closed | -$312K | – | 2421 |
|
|
2022
Q3 | $312K | Hold |
12,804
| – | – | ﹤0.01% | 1615 |
|
|
2022
Q2 | $322K | Sell |
12,804
-3,240
| -20% | -$81.5K | ﹤0.01% | 1554 |
|
|
2022
Q1 | $408K | Sell |
16,044
-6,332
| -28% | -$161K | ﹤0.01% | 1440 |
|
|
2021
Q4 | $605K | Sell |
22,376
-515
| -2% | -$13.9K | ﹤0.01% | 1202 |
|
|
2021
Q3 | $618K | Sell |
22,891
-125
| -0.5% | -$3.38K | ﹤0.01% | 1183 |
|
|
2021
Q2 | $625K | Buy |
+23,016
| New | +$625K | ﹤0.01% | 1158 |
|