LPL Financial’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 | $10.8M | Buy |
425,371
+17,446
| +4% | +$442K | ﹤0.01% | 1659 |
|
|
2025
Q1 | $10.3M | Buy |
407,925
+183,135
| +81% | +$4.63M | ﹤0.01% | 1575 |
|
|
2024
Q4 | $5.65M | Buy |
224,790
+9,013
| +4% | +$227K | ﹤0.01% | 1976 |
|
|
2024
Q3 | $5.49M | Buy |
215,777
+4,834
| +2% | +$123K | ﹤0.01% | 1911 |
|
|
2024
Q2 | $5.28M | Buy |
210,943
+17,480
| +9% | +$437K | ﹤0.01% | 1794 |
|
|
2024
Q1 | $4.87M | Buy |
193,463
+30,949
| +19% | +$779K | ﹤0.01% | 1798 |
|
|
2023
Q4 | $4.13M | Buy |
162,514
+26,017
| +19% | +$661K | ﹤0.01% | 1805 |
|
|
2023
Q3 | $3.34M | Buy |
136,497
+2,703
| +2% | +$66.2K | ﹤0.01% | 1862 |
|
|
2023
Q2 | $3.35M | Buy |
133,794
+756
| +0.6% | +$18.9K | ﹤0.01% | 1824 |
|
|
2023
Q1 | $3.39M | Buy |
133,038
+10,418
| +8% | +$265K | ﹤0.01% | 1760 |
|
|
2022
Q4 | $3.07M | Buy |
122,620
+39,826
| +48% | +$999K | ﹤0.01% | 1759 |
|
|
2022
Q3 | $2.02M | Buy |
82,794
+7,662
| +10% | +$187K | ﹤0.01% | 1974 |
|
|
2022
Q2 | $1.89M | Buy |
75,132
+45,330
| +152% | +$1.14M | ﹤0.01% | 2071 |
|
|
2022
Q1 | $758K | Buy |
29,802
+4,930
| +20% | +$125K | ﹤0.01% | 2836 |
|
|
2021
Q4 | $673K | Buy |
24,872
+7,271
| +41% | +$197K | ﹤0.01% | 3013 |
|
|
2021
Q3 | $475K | Buy |
17,601
+3,600
| +26% | +$97.2K | ﹤0.01% | 3254 |
|
|
2021
Q2 | $380K | Buy |
14,001
+109
| +0.8% | +$2.96K | ﹤0.01% | 3382 |
|
|
2021
Q1 | $374K | Buy |
13,892
+6,457
| +87% | +$174K | ﹤0.01% | 3278 |
|
|
2020
Q4 | $203K | Buy |
+7,435
| New | +$203K | ﹤0.01% | 3497 |
|