LPL Financial’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.5M	Buy	492,697 +11,682	+2%	+$297K	﹤0.01%	1808
2025 Q4	$12.2M	Buy	481,015 +38,368	+9%	+$974K	﹤0.01%	1757
2025 Q3	$11.3M	Buy	442,647 +17,276	+4%	+$440K	﹤0.01%	1762
2025 Q2	$10.8M	Buy	425,371 +17,446	+4%	+$440K	﹤0.01%	1661
2025 Q1	$10.3M	Buy	407,925 +183,135	+81%	+$4.62M	﹤0.01%	1577
2024 Q4	$5.65M	Buy	224,790 +9,013	+4%	+$228K	﹤0.01%	1982
2024 Q3	$5.49M	Buy	215,777 +4,834	+2%	+$122K	﹤0.01%	1919
2024 Q2	$5.28M	Buy	210,943 +17,480	+9%	+$437K	﹤0.01%	1801
2024 Q1	$4.87M	Buy	193,463 +30,949	+19%	+$782K	﹤0.01%	1804
2023 Q4	$4.13M	Buy	162,514 +26,017	+19%	+$646K	﹤0.01%	1813
2023 Q3	$3.34M	Buy	136,497 +2,703	+2%	+$67.3K	﹤0.01%	1868
2023 Q2	$3.35M	Buy	133,794 +756	+0.6%	+$19K	﹤0.01%	1828
2023 Q1	$3.39M	Buy	133,038 +10,418	+8%	+$264K	﹤0.01%	1763
2022 Q4	$3.07M	Buy	122,620 +39,826	+48%	+$986K	﹤0.01%	1761
2022 Q3	$2.02M	Buy	82,794 +7,662	+10%	+$193K	﹤0.01%	1977
2022 Q2	$1.89M	Buy	75,132 +45,330	+152%	+$1.13M	﹤0.01%	2076
2022 Q1	$758K	Buy	29,802 +4,930	+20%	+$129K	﹤0.01%	2842
2021 Q4	$673K	Buy	24,872 +7,271	+41%	+$196K	﹤0.01%	3022
2021 Q3	$475K	Buy	17,601 +3,600	+26%	+$98K	﹤0.01%	3270
2021 Q2	$380K	Buy	14,001 +109	+0.8%	+$2.96K	﹤0.01%	3393
2021 Q1	$374K	Buy	13,892 +6,457	+87%	+$175K	﹤0.01%	3290
2020 Q4	$203K	Buy	+7,435	New	+$202K	﹤0.01%	3514