MA
Mutual Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,134
| Closed | -$207K | – | 1102 |
|
|
2023
Q4 | $207K | Buy |
+8,134
| New | +$207K | 0.01% | 954 |
|
|
2023
Q3 | – | Sell |
-8,174
| Closed | -$205K | – | 1011 |
|
|
2023
Q2 | $205K | Hold |
8,174
| – | – | 0.01% | 937 |
|
|
2023
Q1 | $208K | Sell |
8,174
-18
| -0.2% | -$458 | 0.01% | 915 |
|
|
2022
Q4 | $205K | Buy |
+8,192
| New | +$205K | 0.01% | 865 |
|
|
2022
Q3 | – | Sell |
-8,192
| Closed | -$206K | – | 895 |
|
|
2022
Q2 | $206K | Buy |
+8,192
| New | +$206K | 0.01% | 782 |
|