IFP Advisors’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 | $884K | Buy |
34,890
+3,874
| +12% | +$98.2K | 0.03% | 623 |
|
|
2025
Q1 | $784K | Sell |
31,016
-2,449
| -7% | -$61.9K | 0.02% | 617 |
|
|
2024
Q4 | $841K | Buy |
33,465
+1,331
| +4% | +$33.5K | 0.03% | 566 |
|
|
2024
Q3 | $818K | Sell |
32,134
-1,542
| -5% | -$39.2K | 0.03% | 528 |
|
|
2024
Q2 | $842K | Buy |
33,676
+169
| +0.5% | +$4.23K | 0.03% | 491 |
|
|
2024
Q1 | $843K | Buy |
33,507
+1,790
| +6% | +$45.1K | 0.04% | 451 |
|
|
2023
Q4 | $806K | Buy |
31,717
+5,102
| +19% | +$130K | 0.04% | 442 |
|
|
2023
Q3 | $652K | Sell |
26,615
-8,839
| -25% | -$216K | 0.03% | 509 |
|
|
2023
Q2 | $889K | Sell |
35,454
-8,048
| -19% | -$202K | 0.04% | 460 |
|
|
2023
Q1 | $1.09M | Sell |
43,502
-5,699
| -12% | -$143K | 0.05% | 367 |
|
|
2022
Q4 | $1.23M | Buy |
49,201
+25,770
| +110% | +$645K | 0.03% | 541 |
|
|
2022
Q3 | $588K | Buy |
+23,431
| New | +$588K | 0.02% | 848 |
|