Envestnet Asset Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Buy |
841,032
+36,693
| +5% | +$932K | 0.01% | 1208 |
|
|
2025
Q1 | $20.3M | Sell |
804,339
-31,848
| -4% | -$805K | 0.01% | 1185 |
|
|
2024
Q4 | $21.1M | Sell |
836,187
-29,024
| -3% | -$731K | 0.01% | 1167 |
|
|
2024
Q3 | $22.2M | Buy |
865,211
+64,909
| +8% | +$1.66M | 0.01% | 1108 |
|
|
2024
Q2 | $20M | Buy |
800,302
+24,634
| +3% | +$616K | 0.01% | 1126 |
|
|
2024
Q1 | $19.6M | Buy |
775,668
+50,008
| +7% | +$1.26M | 0.01% | 1126 |
|
|
2023
Q4 | $18.6M | Buy |
725,660
+129,507
| +22% | +$3.31M | 0.01% | 1075 |
|
|
2023
Q3 | $14.6M | Buy |
596,153
+14,089
| +2% | +$344K | 0.01% | 1152 |
|
|
2023
Q2 | $14.6M | Buy |
+582,064
| New | +$14.6M | 0.01% | 1084 |
|