Klingman & Associates’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $421K | Sell |
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|
2025
Q2 | $460K | Sell |
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2025
Q1 | $517K | Sell |
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|
2024
Q4 | $561K | Sell |
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|
2024
Q3 | $622K | Sell |
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|
2024
Q2 | $708K | Sell |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $859K | Buy |
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|
2022
Q4 | $653K | Buy |
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