Farther Finance Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,978
| Closed | -$49.3K | – | 4064 |
|
|
2024
Q2 | $49.3K | Sell |
1,978
-20,527
| -91% | -$512K | ﹤0.01% | 1426 |
|
|
2024
Q1 | $565K | Buy |
+22,505
| New | +$565K | 0.03% | 367 |
|
|
2023
Q4 | – | Sell |
-843
| Closed | -$20.6K | – | 3567 |
|
|
2023
Q3 | $20.6K | Hold |
843
| – | – | ﹤0.01% | 1079 |
|
|
2023
Q2 | $21.1K | Hold |
843
| – | – | ﹤0.01% | 981 |
|
|
2023
Q1 | $21.5K | Hold |
843
| – | – | 0.01% | 878 |
|
|
2022
Q4 | $21.1K | Buy |
+843
| New | +$21.1K | 0.01% | 715 |
|