NewEdge Advisors’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 | $10.5M | Buy |
414,771
+35,356
| +9% | +$896K | 0.05% | 358 |
|
|
2025
Q1 | $9.59M | Buy |
379,415
+10,870
| +3% | +$275K | 0.06% | 336 |
|
|
2024
Q4 | $9.27M | Sell |
368,545
-1,800
| -0.5% | -$45.3K | 0.06% | 328 |
|
|
2024
Q3 | $9.43M | Buy |
370,345
+11,742
| +3% | +$299K | 0.06% | 307 |
|
|
2024
Q2 | $8.97M | Sell |
358,603
-21,360
| -6% | -$534K | 0.07% | 297 |
|
|
2024
Q1 | $9.56M | Buy |
379,963
+19,602
| +5% | +$493K | 0.08% | 235 |
|
|
2023
Q4 | $9.15M | Buy |
360,361
+173,953
| +93% | +$4.42M | 0.09% | 222 |
|
|
2023
Q3 | $4.56M | Buy |
186,408
+19,083
| +11% | +$467K | 0.05% | 339 |
|
|
2023
Q2 | $4.19M | Sell |
167,325
-52,777
| -24% | -$1.32M | 0.05% | 364 |
|
|
2023
Q1 | $5.6M | Sell |
220,102
-28,767
| -12% | -$732K | 0.07% | 277 |
|
|
2022
Q4 | $6.24K | Buy |
+248,869
| New | +$6.24K | ﹤0.01% | 2517 |
|