Janney Montgomery Scott’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 | $376K | Sell |
14,809
-1,232
| -8% | -$31.3K | ﹤0.01% | 2197 |
|
|
2025
Q1 | $406K | Hold |
16,041
| – | – | ﹤0.01% | 2122 |
|
|
2024
Q4 | $404K | Hold |
16,041
| – | – | ﹤0.01% | 2129 |
|
|
2024
Q3 | $411K | Buy |
16,041
+26
| +0.2% | +$666 | ﹤0.01% | 2094 |
|
|
2024
Q2 | $401K | Buy |
16,015
+1,279
| +9% | +$32K | ﹤0.01% | 2041 |
|
|
2024
Q1 | $372K | Buy |
14,736
+5,144
| +54% | +$130K | ﹤0.01% | 2195 |
|
|
2023
Q4 | $245K | Buy |
9,592
+154
| +2% | +$3.93K | ﹤0.01% | 2351 |
|
|
2023
Q3 | $230K | Buy |
+9,438
| New | +$230K | ﹤0.01% | 2303 |
|