SPA
Sentinel Pension Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.47M | Buy |
58,098
+423
| +0.7% | +$10.7K | 0.25% | 48 |
|
2025
Q1 | $1.46M | Buy |
57,675
+6,934
| +14% | +$175K | 0.27% | 46 |
|
2024
Q4 | $1.28M | Buy |
50,741
+1,493
| +3% | +$37.5K | 0.24% | 51 |
|
2024
Q3 | $1.25M | Buy |
49,248
+2,337
| +5% | +$59.5K | 0.24% | 54 |
|
2024
Q2 | $1.17M | Buy |
46,911
+276
| +0.6% | +$6.9K | 0.24% | 56 |
|
2024
Q1 | $1.17M | Buy |
46,635
+175
| +0.4% | +$4.41K | 0.25% | 53 |
|
2023
Q4 | $1.18M | Buy |
46,460
+331
| +0.7% | +$8.41K | 0.28% | 49 |
|
2023
Q3 | $1.13M | Buy |
46,129
+239
| +0.5% | +$5.85K | 0.28% | 53 |
|
2023
Q2 | $1.15M | Buy |
45,890
+230
| +0.5% | +$5.77K | 0.28% | 53 |
|
2023
Q1 | $1.17M | Buy |
45,660
+157
| +0.3% | +$4.01K | 0.3% | 49 |
|
2022
Q4 | $1.14M | Buy |
45,503
+251
| +0.6% | +$6.29K | 0.36% | 44 |
|
2022
Q3 | $1.1M | Buy |
+45,252
| New | +$1.1M | 0.39% | 43 |
|