Focus Partners Wealth’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 | $1.6M | Buy |
62,843
+1,986
| +3% | +$50.5K | ﹤0.01% | 964 |
|
|
2025
Q1 | $1.54M | Buy |
60,857
+1,922
| +3% | +$48.6K | ﹤0.01% | 915 |
|
|
2024
Q4 | $1.48M | Buy |
58,935
+3,836
| +7% | +$96.6K | ﹤0.01% | 928 |
|
|
2024
Q3 | $1.41M | Hold |
55,099
| – | – | ﹤0.01% | 850 |
|
|
2024
Q2 | $1.38M | Buy |
55,099
+15,979
| +41% | +$400K | ﹤0.01% | 723 |
|
|
2024
Q1 | $989K | Buy |
39,120
+731
| +2% | +$18.5K | 0.01% | 601 |
|
|
2023
Q4 | $982K | Buy |
+38,389
| New | +$982K | 0.01% | 454 |
|