Raymond James & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.95M | Buy |
76,500
+6,326
| +9% | +$161K | ﹤0.01% | 2239 |
|
2024
Q2 | $1.76M | Buy |
70,174
+5,070
| +8% | +$127K | ﹤0.01% | 2232 |
|
2024
Q1 | $1.64M | Sell |
65,104
-1,854
| -3% | -$46.7K | ﹤0.01% | 2283 |
|
2023
Q4 | $1.7M | Buy |
66,958
+10,626
| +19% | +$270K | ﹤0.01% | 2184 |
|
2023
Q3 | $1.38M | Buy |
56,332
+11,652
| +26% | +$285K | ﹤0.01% | 2240 |
|
2023
Q2 | $1.12M | Buy |
44,680
+784
| +2% | +$19.7K | ﹤0.01% | 2385 |
|
2023
Q1 | $1.12M | Buy |
43,896
+498
| +1% | +$12.7K | ﹤0.01% | 2379 |
|
2022
Q4 | $1.09M | Buy |
43,398
+17,172
| +65% | +$431K | ﹤0.01% | 2378 |
|
2022
Q3 | $640K | Buy |
26,226
+1,015
| +4% | +$24.8K | ﹤0.01% | 2682 |
|
2022
Q2 | $635K | Sell |
25,211
-463
| -2% | -$11.7K | ﹤0.01% | 2747 |
|
2022
Q1 | $653K | Sell |
25,674
-3,250
| -11% | -$82.7K | ﹤0.01% | 2882 |
|
2021
Q4 | $782K | Buy |
+28,924
| New | +$782K | ﹤0.01% | 2779 |
|
2021
Q2 | – | Sell |
-7,890
| Closed | -$213K | – | 3941 |
|
2021
Q1 | $213K | Sell |
7,890
-685
| -8% | -$18.5K | ﹤0.01% | 3532 |
|
2020
Q4 | $234K | Sell |
8,575
-62
| -0.7% | -$1.69K | ﹤0.01% | 3247 |
|
2020
Q3 | $234K | Buy |
8,637
+911
| +12% | +$24.7K | ﹤0.01% | 3081 |
|
2020
Q2 | $207K | Buy |
+7,726
| New | +$207K | ﹤0.01% | 3094 |
|