Integrated Wealth Concepts’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 | $5.1M | Buy |
201,049
+8,812
| +5% | +$223K | 0.05% | 327 |
|
|
2025
Q1 | $4.86M | Buy |
192,237
+18,022
| +10% | +$456K | 0.06% | 319 |
|
|
2024
Q4 | $4.38M | Buy |
174,215
+62,462
| +56% | +$1.57M | 0.05% | 327 |
|
|
2024
Q3 | $2.84M | Buy |
111,753
+26,270
| +31% | +$669K | 0.03% | 445 |
|
|
2024
Q2 | $2.14M | Buy |
85,483
+5,064
| +6% | +$127K | 0.03% | 496 |
|
|
2024
Q1 | $2.02M | Buy |
80,419
+26,812
| +50% | +$675K | 0.03% | 515 |
|
|
2023
Q4 | $1.36M | Buy |
53,607
+23,864
| +80% | +$607K | 0.02% | 610 |
|
|
2023
Q3 | $728K | Sell |
29,743
-8,982
| -23% | -$220K | 0.01% | 825 |
|
|
2023
Q2 | $971K | Buy |
+38,725
| New | +$971K | 0.02% | 694 |
|