Royal Harbor Partners’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
Q2 | – | Sell |
-35,658
| Closed | -$898K | – | 52 |
|
|
2024
Q1 | $898K | Buy |
35,658
+2,591
| +8% | +$65.2K | 0.39% | 31 |
|
|
2023
Q4 | $840K | Sell |
33,067
-4,611
| -12% | -$117K | 0.39% | 33 |
|
|
2023
Q3 | $922K | Sell |
37,678
-2,710
| -7% | -$66.3K | 0.48% | 32 |
|
|
2023
Q2 | $1.01M | Buy |
40,388
+8,029
| +25% | +$201K | 0.5% | 41 |
|
|
2023
Q1 | $824K | Sell |
32,359
-355
| -1% | -$9.04K | 0.44% | 47 |
|
|
2022
Q4 | $820K | Buy |
32,714
+11,350
| +53% | +$285K | 0.51% | 45 |
|
|
2022
Q3 | $521K | Buy |
+21,364
| New | +$521K | 0.36% | 54 |
|