Harbor Investment Advisory’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 | $28.3K | Sell |
1,115
-1,409
| -56% | -$35.7K | ﹤0.01% | 722 |
|
|
2025
Q1 | $63.8K | Hold |
2,524
| – | – | 0.01% | 555 |
|
|
2024
Q4 | $63.5K | Hold |
2,524
| – | – | 0.01% | 545 |
|
|
2024
Q3 | $64.2K | Hold |
2,524
| – | – | 0.01% | 549 |
|
|
2024
Q2 | $63.1K | Buy |
+2,524
| New | +$63.1K | 0.01% | 536 |
|
|
2023
Q4 | – | Sell |
-1,229
| Closed | -$30.1K | – | 1182 |
|
|
2023
Q3 | $30.1K | Hold |
1,229
| – | – | ﹤0.01% | 622 |
|
|
2023
Q2 | $30.8K | Hold |
1,229
| – | – | ﹤0.01% | 816 |
|
|
2023
Q1 | $31.3K | Hold |
1,229
| – | – | ﹤0.01% | 816 |
|
|
2022
Q4 | $30.8K | Buy |
+1,229
| New | +$30.8K | ﹤0.01% | 804 |
|