James Investment Research’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 | $373K | Hold |
14,714
| – | – | 0.04% | 247 |
|
|
2025
Q1 | $372K | Hold |
14,714
| – | – | 0.05% | 236 |
|
|
2024
Q4 | $370K | Sell |
14,714
-10,826
| -42% | -$272K | 0.04% | 249 |
|
|
2024
Q3 | $650K | Hold |
25,540
| – | – | 0.08% | 189 |
|
|
2024
Q2 | $639K | Hold |
25,540
| – | – | 0.08% | 193 |
|
|
2024
Q1 | $643K | Buy |
25,540
+935
| +4% | +$23.5K | 0.08% | 187 |
|
|
2023
Q4 | $625K | Buy |
+24,605
| New | +$625K | 0.08% | 184 |
|