Garden State Investment Advisory Services’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 | – | Sell |
-10,751
| Closed | -$272K | – | 290 |
|
|
2025
Q1 | $272K | Sell |
10,751
-6,011
| -36% | -$152K | 0.09% | 196 |
|
|
2024
Q4 | $421K | Sell |
16,762
-2,720
| -14% | -$68.4K | 0.13% | 137 |
|
|
2024
Q3 | $496K | Hold |
19,482
| – | – | 0.16% | 118 |
|
|
2024
Q2 | $487K | Sell |
19,482
-15,127
| -44% | -$378K | 0.17% | 115 |
|
|
2024
Q1 | $871K | Sell |
34,609
-1
| -0% | -$25 | 0.32% | 66 |
|
|
2023
Q4 | $880K | Sell |
34,610
-3,937
| -10% | -$100K | 0.35% | 61 |
|
|
2023
Q3 | $944K | Buy |
38,547
+4,683
| +14% | +$115K | 0.43% | 50 |
|
|
2023
Q2 | $849K | Buy |
33,864
+14,761
| +77% | +$370K | 0.33% | 60 |
|
|
2023
Q1 | $486K | Buy |
19,103
+66
| +0.3% | +$1.68K | 0.21% | 91 |
|
|
2022
Q4 | $477K | Buy |
+19,037
| New | +$477K | 0.28% | 83 |
|