Lido Advisors’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 | $4.71M | Buy |
185,542
+16,882
| +10% | +$429K | 0.02% | 367 |
|
|
2025
Q1 | $4.27M | Buy |
168,660
+119,051
| +240% | +$3.01M | 0.02% | 361 |
|
|
2024
Q4 | $1.25M | Buy |
49,609
+22,884
| +86% | +$576K | 0.01% | 629 |
|
|
2024
Q3 | $685K | Buy |
26,725
+13,742
| +106% | +$352K | ﹤0.01% | 766 |
|
|
2024
Q2 | $325K | Sell |
12,983
-1,411
| -10% | -$35.3K | ﹤0.01% | 971 |
|
|
2024
Q1 | $364K | Sell |
14,394
-107
| -0.7% | -$2.7K | ﹤0.01% | 908 |
|
|
2023
Q4 | $371K | Buy |
14,501
+1,373
| +10% | +$35.1K | ﹤0.01% | 860 |
|
|
2023
Q3 | $320K | Buy |
+13,128
| New | +$320K | ﹤0.01% | 803 |
|