Spinnaker Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
58,700
+2,650
| +5% | +$67.2K | 0.09% | 120 |
|
|
2025
Q1 | $1.42M | Buy |
56,050
+9,560
| +21% | +$242K | 0.09% | 120 |
|
|
2024
Q4 | $1.17M | Buy |
46,490
+16,385
| +54% | +$412K | 0.07% | 130 |
|
|
2024
Q3 | $766K | Buy |
30,105
+1,905
| +7% | +$48.5K | 0.05% | 166 |
|
|
2024
Q2 | $705K | Buy |
28,200
+1,203
| +4% | +$30.1K | 0.05% | 170 |
|
|
2024
Q1 | $680K | Buy |
26,997
+17,774
| +193% | +$447K | 0.04% | 171 |
|
|
2023
Q4 | $234K | Buy |
+9,223
| New | +$234K | 0.02% | 256 |
|