Private Trust Company’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 | $305K | Sell |
|
|||||
|
2025
Q2 | $339K | Buy |
|
|||||
|
2025
Q1 | $283K | Buy |
|
|||||
|
2024
Q4 | $207K | Hold |
|
|||||
|
2024
Q3 | $210K | Hold |
|
|||||
|
2024
Q2 | $206K | Hold |
|
|||||
|
2024
Q1 | $207K | Hold |
|
|||||
|
2023
Q4 | $209K | Sell |
|
|||||
|
2023
Q3 | $208K | Buy |
|
|||||
|
2023
Q2 | $197K | Sell |
|
|||||
|
2023
Q1 | $245K | Sell |
|
|||||
|
2022
Q4 | $248K | Buy |
|