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Rockbridge Investment Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Rockbridge Investment Management’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-962
Closed -$24.4K – 720
2022
Q1 		$24.4K Hold
962
– – ﹤0.01% 395
2021
Q4 		$26K Hold
962
– – ﹤0.01% 447
2021
Q3 		$26K Hold
962
– – ﹤0.01% 412
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 +$25.4K 0.01% 302

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CIM
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SPF
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Bank of America
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PWM
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