HighTower Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Sell |
653,576
-47,069
| -7% | -$1.2M | 0.02% | 611 |
|
|
2025
Q1 | $17.7M | Buy |
700,645
+37,420
| +6% | +$946K | 0.02% | 573 |
|
|
2024
Q4 | $16.7M | Sell |
663,225
-5,507
| -0.8% | -$139K | 0.02% | 579 |
|
|
2024
Q3 | $17.1M | Buy |
668,732
+264,678
| +66% | +$6.79M | 0.02% | 564 |
|
|
2024
Q2 | $10.1M | Buy |
404,054
+40,733
| +11% | +$1.02M | 0.02% | 718 |
|
|
2024
Q1 | $9.18M | Buy |
363,321
+3,069
| +0.9% | +$77.5K | 0.01% | 727 |
|
|
2023
Q4 | $9.22M | Sell |
360,252
-75,142
| -17% | -$1.92M | 0.02% | 732 |
|
|
2023
Q3 | $10.6M | Buy |
435,394
+208,323
| +92% | +$5.09M | 0.02% | 642 |
|
|
2023
Q2 | $5.71M | Buy |
227,071
+10,454
| +5% | +$263K | 0.01% | 846 |
|
|
2023
Q1 | $5.54M | Sell |
216,617
-6,548
| -3% | -$168K | 0.01% | 807 |
|
|
2022
Q4 | $5.6M | Sell |
223,165
-18,508
| -8% | -$465K | 0.01% | 804 |
|
|
2022
Q3 | $5.84M | Sell |
241,673
-11,295
| -4% | -$273K | 0.02% | 733 |
|
|
2022
Q2 | $6.33M | Buy |
252,968
+400
| +0.2% | +$10K | 0.02% | 717 |
|
|
2022
Q1 | $6.43M | Hold |
252,568
| – | – | 0.01% | 773 |
|
|
2021
Q4 | $6.88M | Buy |
252,568
+151,870
| +151% | +$4.14M | 0.02% | 750 |
|
|
2021
Q3 | $2.74M | Buy |
100,698
+51,693
| +105% | +$1.41M | 0.01% | 1096 |
|
|
2021
Q2 | $1.35M | Buy |
49,005
+12,102
| +33% | +$332K | ﹤0.01% | 1470 |
|
|
2021
Q1 | $1M | Buy |
36,903
+24,187
| +190% | +$657K | ﹤0.01% | 1559 |
|
|
2020
Q4 | $351K | Buy |
+12,716
| New | +$351K | ﹤0.01% | 1808 |
|