Sentinel Pension Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
51,221
+311
+0.6% +$7.9K 0.22% 50
2025
Q1
$1.29M Buy
50,910
+211
+0.4% +$5.34K 0.24% 50
2024
Q4
$1.28M Buy
50,699
+1,388
+3% +$35K 0.24% 50
2024
Q3
$1.26M Buy
49,311
+286
+0.6% +$7.33K 0.24% 52
2024
Q2
$1.23M Buy
49,025
+286
+0.6% +$7.16K 0.25% 54
2024
Q1
$1.23M Buy
48,739
+182
+0.4% +$4.6K 0.26% 51
2023
Q4
$1.24M Buy
48,557
+339
+0.7% +$8.68K 0.3% 47
2023
Q3
$1.18M Buy
+48,218
New +$1.18M 0.29% 50