CA
Crumly & Associates’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,246
| Closed | -$664K | – | 168 |
|
|
2025
Q1 | $664K | Sell |
26,246
-28,415
| -52% | -$719K | 0.18% | 75 |
|
|
2024
Q4 | $1.38M | Sell |
54,661
-2,390
| -4% | -$60.2K | 0.37% | 53 |
|
|
2024
Q3 | $1.46M | Sell |
57,051
-21,440
| -27% | -$550K | 0.4% | 50 |
|
|
2024
Q2 | $1.96M | Sell |
78,491
-161,700
| -67% | -$4.05M | 0.57% | 37 |
|
|
2024
Q1 | $6.07M | Sell |
240,191
-66,949
| -22% | -$1.69M | 1.6% | 22 |
|
|
2023
Q4 | $7.86M | Buy |
+307,140
| New | +$7.86M | 2.29% | 14 |
|