Lido Advisors’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 | $8.02M | Buy |
316,178
+37,349
| +13% | +$947K | 0.03% | 267 |
|
|
2025
Q1 | $7.05M | Buy |
278,829
+136,753
| +96% | +$3.46M | 0.03% | 274 |
|
|
2024
Q4 | $3.57M | Buy |
142,076
+91,743
| +182% | +$2.31M | 0.02% | 369 |
|
|
2024
Q3 | $1.28M | Buy |
50,333
+24,440
| +94% | +$622K | 0.01% | 563 |
|
|
2024
Q2 | $648K | Sell |
25,893
-1,419
| -5% | -$35.5K | ﹤0.01% | 756 |
|
|
2024
Q1 | $687K | Sell |
27,312
-6,986
| -20% | -$176K | ﹤0.01% | 712 |
|
|
2023
Q4 | $872K | Buy |
34,298
+11,001
| +47% | +$280K | 0.01% | 605 |
|
|
2023
Q3 | $570K | Sell |
23,297
-776
| -3% | -$19K | ﹤0.01% | 643 |
|
|
2023
Q2 | $603K | Hold |
24,073
| – | – | ﹤0.01% | 610 |
|
|
2023
Q1 | $613K | Buy |
+24,073
| New | +$613K | 0.01% | 550 |
|