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Sightline Wealth 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
$256K Buy
10,086
+61
+0.6% +$1.55K 0.12% 70
2025
Q1
$253K Buy
10,025
+41
+0.4% +$1.04K 0.13% 70
2024
Q4
$251K Buy
9,984
+79
+0.8% +$1.99K 0.14% 73
2024
Q3
$252K Buy
+9,905
New +$252K 0.14% 71