Integrated Wealth Concepts’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 | $2.92M | Buy |
115,028
+3,599
| +3% | +$91.5K | 0.03% | 503 |
|
|
2025
Q1 | $2.82M | Buy |
111,429
+47,836
| +75% | +$1.21M | 0.03% | 488 |
|
|
2024
Q4 | $1.6M | Buy |
63,593
+25,915
| +69% | +$653K | 0.02% | 636 |
|
|
2024
Q3 | $966K | Buy |
37,678
+11,145
| +42% | +$286K | 0.01% | 817 |
|
|
2024
Q2 | $664K | Buy |
26,533
+38
| +0.1% | +$951 | 0.01% | 931 |
|
|
2024
Q1 | $670K | Buy |
26,495
+17,247
| +186% | +$436K | 0.01% | 924 |
|
|
2023
Q4 | $237K | Buy |
+9,248
| New | +$237K | ﹤0.01% | 1385 |
|