Parallel 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $762K | Buy |
30,076
+1,156
| +4% | +$29.3K | 0.02% | 500 |
|
2025
Q1 | $731K | Sell |
28,920
-182
| -0.6% | -$4.6K | 0.02% | 470 |
|
2024
Q4 | $732K | Buy |
29,102
+9,521
| +49% | +$239K | 0.02% | 472 |
|
2024
Q3 | $498K | Buy |
19,581
+2,134
| +12% | +$54.3K | 0.01% | 565 |
|
2024
Q2 | $436K | Buy |
17,447
+3,210
| +23% | +$80.3K | 0.01% | 579 |
|
2024
Q1 | $358K | Buy |
14,237
+4,237
| +42% | +$107K | 0.01% | 644 |
|
2023
Q4 | $254K | Hold |
10,000
| – | – | 0.01% | 701 |
|
2023
Q3 | $245K | Buy |
10,000
+4,500
| +82% | +$110K | 0.01% | 702 |
|
2023
Q2 | $138K | Buy |
+5,500
| New | +$138K | ﹤0.01% | 938 |
|