Envestnet Asset Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22M Buy
866,358
+7,056
+0.8% +$179K 0.01% 1192
2025
Q1
$21.7M Sell
859,302
-41,024
-5% -$1.04M 0.01% 1139
2024
Q4
$22.6M Buy
900,326
+22,113
+3% +$556K 0.01% 1122
2024
Q3
$22.4M Buy
878,213
+36,288
+4% +$924K 0.01% 1105
2024
Q2
$21.1M Buy
841,925
+25,048
+3% +$626K 0.01% 1100
2024
Q1
$20.6M Buy
816,877
+24,580
+3% +$619K 0.01% 1095
2023
Q4
$20.1M Buy
792,297
+31,920
+4% +$811K 0.01% 1033
2023
Q3
$18.6M Sell
760,377
-5,631
-0.7% -$138K 0.01% 1007
2023
Q2
$19.2M Buy
766,008
+24,159
+3% +$606K 0.01% 944
2023
Q1
$18.9M Buy
741,849
+17,887
+2% +$455K 0.01% 916
2022
Q4
$18.2M Buy
723,962
+224,485
+45% +$5.63M 0.01% 907
2022
Q3
$12.2M Buy
499,477
+106,916
+27% +$2.61M 0.01% 1039
2022
Q2
$9.88M Buy
392,561
+276,156
+237% +$6.95M 0.01% 1147
2022
Q1
$2.96M Buy
+116,405
New +$2.96M ﹤0.01% 1954