Prime Capital Investment 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 | $344K | Sell |
13,576
-1,211
| -8% | -$30.7K | ﹤0.01% | 720 |
|
|
2025
Q1 | $374K | Buy |
14,787
+2,312
| +19% | +$58.4K | ﹤0.01% | 763 |
|
|
2024
Q4 | $314K | Hold |
12,475
| – | – | ﹤0.01% | 715 |
|
|
2024
Q3 | $317K | Sell |
12,475
-898
| -7% | -$22.9K | ﹤0.01% | 714 |
|
|
2024
Q2 | $334K | Sell |
13,373
-1,053
| -7% | -$26.3K | 0.01% | 695 |
|
|
2024
Q1 | $363K | Hold |
14,426
| – | – | 0.01% | 719 |
|
|
2023
Q4 | $367K | Buy |
14,426
+733
| +5% | +$18.6K | 0.01% | 678 |
|
|
2023
Q3 | $335K | Buy |
+13,693
| New | +$335K | 0.01% | 555 |
|