James Investment Research’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 | $351K | Sell |
13,800
-1,000
| -7% | -$25.4K | 0.04% | 255 |
|
|
2025
Q1 | $374K | Hold |
14,800
| – | – | 0.05% | 235 |
|
|
2024
Q4 | $373K | Buy |
14,800
+3,800
| +35% | +$95.7K | 0.04% | 248 |
|
|
2024
Q3 | $282K | Hold |
11,000
| – | – | 0.03% | 280 |
|
|
2024
Q2 | $275K | Hold |
11,000
| – | – | 0.03% | 269 |
|
|
2024
Q1 | $278K | Buy |
11,000
+1,000
| +10% | +$25.3K | 0.03% | 268 |
|
|
2023
Q4 | $256K | Buy |
+10,000
| New | +$256K | 0.03% | 265 |
|