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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,751
Closed -$272K 324
2025
Q1
$272K Sell
10,751
-6,011
-36% -$152K 0.09% 196
2024
Q4
$421K Sell
16,762
-2,720
-14% -$68.8K 0.13% 141
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% -$97.8K 0.35% 61
2023
Q3
$944K Buy
38,547
+4,683
+14% +$117K 0.44% 50
2023
Q2
$849K Buy
33,864
+14,761
+77% +$372K 0.38% 61
2023
Q1
$486K Buy
19,103
+66
+0.3% +$1.67K 0.25% 92
2022
Q4
$477K Buy
+19,037
New +$471K 0.28% 83

Other funds holding IBMP