PA
Prism 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 | $1.13M | Hold |
44,715
| – | – | 0.32% | 45 |
|
|
2025
Q1 | $1.13M | Hold |
44,715
| – | – | 0.35% | 36 |
|
|
2024
Q4 | $1.12M | Hold |
44,715
| – | – | 0.34% | 35 |
|
|
2024
Q3 | $1.14M | Hold |
44,715
| – | – | 0.33% | 36 |
|
|
2024
Q2 | $1.12M | Hold |
44,715
| – | – | 0.34% | 35 |
|
|
2024
Q1 | $1.13M | Hold |
44,715
| – | – | 0.34% | 30 |
|
|
2023
Q4 | $1.14M | Hold |
44,715
| – | – | 0.37% | 31 |
|
|
2023
Q3 | $1.09M | Hold |
44,715
| – | – | 0.38% | 28 |
|
|
2023
Q2 | $1.12M | Hold |
44,715
| – | – | 0.38% | 26 |
|
|
2023
Q1 | $1.14M | Hold |
44,715
| – | – | 0.4% | 25 |
|
|
2022
Q4 | $1.12M | Hold |
44,715
| – | – | 0.41% | 25 |
|
|
2022
Q3 | $1.09M | Hold |
44,715
| – | – | 0.44% | 30 |
|
|
2022
Q2 | $1.13M | Hold |
44,715
| – | – | 0.43% | 25 |
|
|
2022
Q1 | $1.14M | Hold |
44,715
| – | – | 0.38% | 24 |
|
|
2021
Q4 | $1.21M | Hold |
44,715
| – | – | 0.4% | 24 |
|
|
2021
Q3 | $1.21M | Hold |
44,715
| – | – | 0.43% | 24 |
|
|
2021
Q2 | $1.21M | Buy |
44,715
+1,107
| +3% | +$30.1K | 0.42% | 27 |
|
|
2021
Q1 | $1.18M | Hold |
43,608
| – | – | 0.42% | 26 |
|
|
2020
Q4 | $1.19M | Buy |
43,608
+8,331
| +24% | +$228K | 0.45% | 26 |
|
|
2020
Q3 | $955K | Hold |
35,277
| – | – | 0.4% | 25 |
|
|
2020
Q2 | $946K | Buy |
35,277
+2,741
| +8% | +$73.5K | 0.42% | 25 |
|
|
2020
Q1 | $847K | Buy |
32,536
+16,987
| +109% | +$442K | 0.55% | 41 |
|
|
2019
Q4 | $405K | Buy |
+15,549
| New | +$405K | 0.21% | 49 |
|