Foundry Financial Group’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 | $729K | Sell |
28,777
-317
| -1% | -$8.04K | 0.42% | 37 |
|
2025
Q1 | $735K | Sell |
29,094
-1,760
| -6% | -$44.5K | 0.45% | 39 |
|
2024
Q4 | $776K | Buy |
30,854
+1,295
| +4% | +$32.6K | 0.48% | 36 |
|
2024
Q3 | $752K | Sell |
29,559
-475
| -2% | -$12.1K | 0.47% | 35 |
|
2024
Q2 | $751K | Buy |
30,034
+401
| +1% | +$10K | 0.52% | 34 |
|
2024
Q1 | $746K | Sell |
29,633
-1,685
| -5% | -$42.4K | 0.53% | 33 |
|
2023
Q4 | $796K | Buy |
+31,318
| New | +$796K | 0.67% | 27 |
|