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