Focus Partners Wealth’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 | $1.58M | Buy |
62,168
+1,988
| +3% | +$50.4K | ﹤0.01% | 969 |
|
|
2025
Q1 | $1.52M | Buy |
60,180
+1,921
| +3% | +$48.6K | ﹤0.01% | 921 |
|
|
2024
Q4 | $1.46M | Buy |
58,259
+4,235
| +8% | +$106K | ﹤0.01% | 936 |
|
|
2024
Q3 | $1.37M | Hold |
54,024
| – | – | ﹤0.01% | 859 |
|
|
2024
Q2 | $1.35M | Buy |
54,024
+14,580
| +37% | +$365K | ﹤0.01% | 729 |
|
|
2024
Q1 | $993K | Buy |
39,444
+1,742
| +5% | +$43.9K | 0.01% | 600 |
|
|
2023
Q4 | $958K | Buy |
+37,702
| New | +$958K | 0.01% | 458 |
|