Modern Wealth Management’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	$1.04M	Buy	40,883 +7,028	+21%	+$178K	0.03%	357
2025 Q1	$856K	Sell	33,855 -1,829	-5%	-$46.2K	0.03%	329
2024 Q4	$897K	Buy	+35,684	New	+$897K	0.03%	268