KCM
Kathmere Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
401,761
-153,163
| -28% | -$3.88M | 0.78% | 31 |
|
|
2025
Q1 | $14M | Sell |
554,924
-73,417
| -12% | -$1.86M | 1.19% | 23 |
|
|
2024
Q4 | $15.8M | Sell |
628,341
-7,712
| -1% | -$194K | 1.42% | 23 |
|
|
2024
Q3 | $16.2M | Sell |
636,053
-57,858
| -8% | -$1.47M | 1.52% | 19 |
|
|
2024
Q2 | $17.4M | Buy |
693,911
+25,304
| +4% | +$633K | 1.84% | 17 |
|
|
2024
Q1 | $16.8M | Buy |
668,607
+53,389
| +9% | +$1.34M | 1.92% | 16 |
|
|
2023
Q4 | $15.6M | Buy |
615,218
+505,700
| +462% | +$12.9M | 2.03% | 17 |
|
|
2023
Q3 | $2.68M | Buy |
+109,518
| New | +$2.68M | 0.4% | 47 |
|