Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
17,490
-2,345
| -12% | -$59.4K | 0.02% | 183 |
|
|
2025
Q1 | $501K | Sell |
19,835
-2,959
| -13% | -$74.8K | 0.03% | 158 |
|
|
2024
Q4 | $573K | Sell |
22,794
-1,492
| -6% | -$37.5K | 0.04% | 139 |
|
|
2024
Q3 | $618K | Sell |
24,286
-4,047
| -14% | -$103K | 0.04% | 141 |
|
|
2024
Q2 | $709K | Sell |
28,333
-30,300
| -52% | -$758K | 0.05% | 116 |
|
|
2024
Q1 | $1.48M | Sell |
58,633
-2,712
| -4% | -$68.3K | 0.1% | 79 |
|
|
2023
Q4 | $1.56M | Sell |
61,345
-5,587
| -8% | -$142K | 0.11% | 72 |
|
|
2023
Q3 | $1.64M | Buy |
66,932
+8,410
| +14% | +$206K | 0.13% | 70 |
|
|
2023
Q2 | $1.47M | Buy |
58,522
+7,676
| +15% | +$192K | 0.12% | 69 |
|
|
2023
Q1 | $1.29M | Buy |
50,846
+5,223
| +11% | +$133K | 0.11% | 67 |
|
|
2022
Q4 | $1.14M | Buy |
45,623
+25,829
| +130% | +$648K | 0.1% | 71 |
|
|
2022
Q3 | $483K | Buy |
19,794
+10,929
| +123% | +$267K | 0.05% | 109 |
|
|
2022
Q2 | $223K | Buy |
+8,865
| New | +$223K | 0.02% | 177 |
|