DSA
Droms Strauss Advisors’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 | $362K | Buy |
14,266
+960
| +7% | +$24.3K | 0.11% | 56 |
|
|
2025
Q1 | $336K | Buy |
13,306
+3,462
| +35% | +$87.5K | 0.12% | 52 |
|
|
2024
Q4 | $247K | Buy |
+9,844
| New | +$247K | 0.08% | 61 |
|
|
2024
Q1 | – | Sell |
-52,364
| Closed | -$1.33M | – | 66 |
|
|
2023
Q4 | $1.33M | Sell |
52,364
-2,676
| -5% | -$68K | 0.52% | 33 |
|
|
2023
Q3 | $1.35M | Buy |
55,040
+176
| +0.3% | +$4.31K | 0.58% | 27 |
|
|
2023
Q2 | $1.37M | Buy |
+54,864
| New | +$1.37M | 0.57% | 26 |
|