Envision Financial Planning’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 | $2.15M | Sell |
84,482
-5,415
| -6% | -$138K | 1% | 20 |
|
|
2025
Q1 | $2.27M | Sell |
89,897
-4,305
| -5% | -$109K | 1.16% | 20 |
|
|
2024
Q4 | $2.37M | Sell |
94,202
-40,710
| -30% | -$1.03M | 1.23% | 20 |
|
|
2024
Q3 | $3.46M | Sell |
134,912
-1,630
| -1% | -$41.8K | 1.82% | 17 |
|
|
2024
Q2 | $3.42M | Buy |
136,542
+10,262
| +8% | +$257K | 2.61% | 14 |
|
|
2024
Q1 | $3.19M | Buy |
126,280
+11,720
| +10% | +$296K | 2.58% | 14 |
|
|
2023
Q4 | $2.93M | Buy |
114,560
+4,202
| +4% | +$108K | 2.57% | 13 |
|
|
2023
Q3 | $2.69M | Buy |
+110,358
| New | +$2.69M | 2.67% | 14 |
|