Envision Financial Planning’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
64,334
-7,064
| -10% | -$179K | 0.76% | 23 |
|
|
2025
Q1 | $1.8M | Sell |
71,398
-1,799
| -2% | -$45.5K | 0.92% | 22 |
|
|
2024
Q4 | $1.84M | Buy |
73,197
+1,412
| +2% | +$35.5K | 0.95% | 21 |
|
|
2024
Q3 | $1.83M | Buy |
71,785
+959
| +1% | +$24.4K | 0.96% | 21 |
|
|
2024
Q2 | $1.77M | Buy |
70,826
+6,176
| +10% | +$154K | 1.35% | 18 |
|
|
2024
Q1 | $1.63M | Sell |
64,650
-26,162
| -29% | -$658K | 1.31% | 18 |
|
|
2023
Q4 | $2.31M | Buy |
90,812
+4,270
| +5% | +$109K | 2.02% | 15 |
|
|
2023
Q3 | $2.12M | Buy |
+86,542
| New | +$2.12M | 2.1% | 16 |
|