Prism Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Hold |
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|
2025
Q2 | $1.13M | Hold |
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2025
Q1 | $1.13M | Hold |
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|
2024
Q4 | $1.12M | Hold |
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|
2024
Q3 | $1.14M | Hold |
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|
2024
Q2 | $1.12M | Hold |
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|
2024
Q1 | $1.13M | Hold |
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|
2023
Q4 | $1.14M | Hold |
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|
2023
Q3 | $1.09M | Hold |
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|
2023
Q2 | $1.12M | Hold |
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|
2023
Q1 | $1.14M | Hold |
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|
2022
Q4 | $1.12M | Hold |
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|
2022
Q3 | $1.09M | Hold |
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|
2022
Q2 | $1.13M | Hold |
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|
2022
Q1 | $1.14M | Hold |
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|
2021
Q4 | $1.21M | Hold |
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|
2021
Q3 | $1.21M | Hold |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $1.18M | Hold |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $955K | Hold |
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|
2020
Q2 | $946K | Buy |
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|
2020
Q1 | $847K | Buy |
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|
2019
Q4 | $405K | Buy |
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