Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-962
| Closed | -$24.4K | – | 715 |
|
|
2022
Q1 | $24.4K | Hold |
962
| – | – | ﹤0.01% | 393 |
|
|
2021
Q4 | $26K | Hold |
962
| – | – | ﹤0.01% | 445 |
|
|
2021
Q3 | $26K | Hold |
962
| – | – | ﹤0.01% | 410 |
|
|
2021
Q2 | $26K | Hold |
962
| – | – | ﹤0.01% | 408 |
|
|
2021
Q1 | $26K | Hold |
962
| – | – | ﹤0.01% | 379 |
|
|
2020
Q4 | $26K | Hold |
962
| – | – | 0.01% | 372 |
|
|
2020
Q3 | $26K | Hold |
962
| – | – | 0.01% | 340 |
|
|
2020
Q2 | $26K | Buy |
+962
| New | +$26K | 0.01% | 302 |
|