Kades & Cheifetz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $732K | Buy |
29,128
+11,755
| +68% | +$296K | 0.37% | 58 |
|
|
2024
Q3 | $442K | Buy |
17,373
+4,068
| +31% | +$104K | 0.25% | 66 |
|
|
2024
Q2 | $333K | Buy |
13,305
+78
| +0.6% | +$1.95K | 0.21% | 73 |
|
|
2024
Q1 | $333K | Buy |
13,227
+38
| +0.3% | +$956 | 0.21% | 69 |
|
|
2023
Q4 | $335K | Buy |
13,189
+2,190
| +20% | +$55.7K | 0.24% | 65 |
|
|
2023
Q3 | $269K | Buy |
10,999
+19
| +0.2% | +$465 | 0.21% | 62 |
|
|
2023
Q2 | $275K | Buy |
10,980
+1,040
| +10% | +$26.1K | 0.21% | 66 |
|
|
2023
Q1 | $253K | Buy |
+9,940
| New | +$253K | 0.2% | 71 |
|