Heartwood Wealth Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.64M | Buy |
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2025
Q2 | $6.43M | Buy |
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2025
Q1 | $6.39M | Buy |
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|
2024
Q4 | $5.92M | Buy |
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|
2024
Q3 | $5.98M | Buy |
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|
2024
Q2 | $5.62M | Buy |
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|
2024
Q1 | $5.56M | Buy |
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|
2023
Q4 | $5.24M | Sell |
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|
2023
Q3 | $5.03M | Buy |
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|
2023
Q2 | $5.04M | Buy |
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|
2023
Q1 | $4.84M | Buy |
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|
2022
Q4 | $4.35M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $12.4M | Buy |
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|
2021
Q4 | $12.3M | Buy |
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|
2021
Q3 | $12.2M | Buy |
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|
2021
Q2 | $11.9M | Buy |
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|
2021
Q1 | $11.7M | Buy |
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|
2020
Q4 | $11M | Sell |
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|
2020
Q3 | $10.9M | Sell |
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|
2020
Q2 | $10.8M | Buy |
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|
2020
Q1 | $10.2M | Buy |
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|
2019
Q4 | $9.89M | Buy |
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