Klingman & Associates’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
18,088
-2,344
| -11% | -$59.6K | 0.03% | 182 |
|
|
2025
Q1 | $517K | Sell |
20,432
-1,837
| -8% | -$46.5K | 0.03% | 154 |
|
|
2024
Q4 | $561K | Sell |
22,269
-1,993
| -8% | -$50.2K | 0.03% | 141 |
|
|
2024
Q3 | $622K | Sell |
24,262
-4,047
| -14% | -$104K | 0.04% | 140 |
|
|
2024
Q2 | $708K | Sell |
28,309
-31,362
| -53% | -$785K | 0.05% | 117 |
|
|
2024
Q1 | $1.51M | Sell |
59,671
-5,895
| -9% | -$149K | 0.1% | 76 |
|
|
2023
Q4 | $1.68M | Buy |
65,566
+8,048
| +14% | +$206K | 0.12% | 71 |
|
|
2023
Q3 | $1.4M | Buy |
57,518
+12,356
| +27% | +$302K | 0.11% | 74 |
|
|
2023
Q2 | $1.14M | Buy |
45,162
+11,624
| +35% | +$292K | 0.09% | 81 |
|
|
2023
Q1 | $859K | Buy |
33,538
+7,528
| +29% | +$193K | 0.07% | 87 |
|
|
2022
Q4 | $653K | Buy |
+26,010
| New | +$653K | 0.06% | 100 |
|