Ogorek Anthony Joseph’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
Q1 | – | Sell |
-756
| Closed | -$19K | – | 654 |
|
|
2024
Q4 | $19K | Buy |
756
+6
| +0.8% | +$151 | 0.01% | 183 |
|
|
2024
Q3 | $19K | Buy |
750
+4
| +0.5% | +$101 | 0.01% | 179 |
|
|
2024
Q2 | $18K | Buy |
746
+4
| +0.5% | +$97 | 0.01% | 173 |
|
|
2024
Q1 | $18K | Hold |
742
| – | – | 0.01% | 174 |
|
|
2023
Q4 | $18K | Hold |
742
| – | – | 0.01% | 175 |
|
|
2023
Q3 | $18K | Hold |
742
| – | – | 0.01% | 175 |
|
|
2023
Q2 | $18K | Buy |
+742
| New | +$18K | 0.01% | 165 |
|