CA
Crumly & Associates’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 | – | Sell |
-21,854
| Closed | -$552K | – | 167 |
|
|
2025
Q1 | $552K | Sell |
21,854
-31,432
| -59% | -$795K | 0.15% | 93 |
|
|
2024
Q4 | $1.34M | Sell |
53,286
-1,803
| -3% | -$45.3K | 0.36% | 55 |
|
|
2024
Q3 | $1.4M | Sell |
55,089
-21,547
| -28% | -$548K | 0.39% | 54 |
|
|
2024
Q2 | $1.92M | Sell |
76,636
-163,633
| -68% | -$4.09M | 0.55% | 38 |
|
|
2024
Q1 | $6.05M | Sell |
240,269
-67,088
| -22% | -$1.69M | 1.59% | 23 |
|
|
2023
Q4 | $7.81M | Buy |
+307,357
| New | +$7.81M | 2.27% | 15 |
|