Klingman & Associates’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $449K | Buy |
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|
2025
Q2 | $443K | Sell |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $573K | Sell |
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|
2024
Q3 | $618K | Sell |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.64M | Buy |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $483K | Buy |
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|
2022
Q2 | $223K | Buy |
|