Nestegg 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
$336K Sell
13,225
-8,576
-39% -$218K 0.32% 35
2025
Q1
$551K Sell
21,801
-25,417
-54% -$643K 0.59% 26
2024
Q4
$1.19M Buy
+47,218
New +$1.19M 1.21% 15