IFP 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 | $776K | Buy |
30,559
+3,838
| +14% | +$97.5K | 0.02% | 664 |
|
|
2025
Q1 | $676K | Sell |
26,721
-2,549
| -9% | -$64.5K | 0.02% | 671 |
|
|
2024
Q4 | $737K | Buy |
29,270
+2,155
| +8% | +$54.3K | 0.02% | 608 |
|
|
2024
Q3 | $695K | Sell |
27,115
-1,519
| -5% | -$38.9K | 0.03% | 573 |
|
|
2024
Q2 | $716K | Buy |
28,634
+204
| +0.7% | +$5.1K | 0.03% | 537 |
|
|
2024
Q1 | $718K | Buy |
28,430
+1,932
| +7% | +$48.8K | 0.03% | 501 |
|
|
2023
Q4 | $678K | Buy |
+26,498
| New | +$678K | 0.03% | 484 |
|
|
2023
Q3 | – | Sell |
-7,916
| Closed | -$199K | – | 3424 |
|
|
2023
Q2 | $199K | Sell |
7,916
-17,590
| -69% | -$443K | 0.01% | 1024 |
|
|
2023
Q1 | $639K | Sell |
25,506
-7,723
| -23% | -$194K | 0.03% | 515 |
|
|
2022
Q4 | $832K | Buy |
33,229
+20,217
| +155% | +$506K | 0.02% | 684 |
|
|
2022
Q3 | $327K | Buy |
+13,012
| New | +$327K | 0.01% | 1148 |
|