Spinnaker Trust’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 | $1.37M | Buy |
54,020
+6,415
| +13% | +$163K | 0.08% | 123 |
|
|
2025
Q1 | $1.2M | Buy |
47,605
+4,360
| +10% | +$110K | 0.08% | 132 |
|
|
2024
Q4 | $1.09M | Buy |
43,245
+24,095
| +126% | +$607K | 0.07% | 134 |
|
|
2024
Q3 | $491K | Buy |
19,150
+950
| +5% | +$24.3K | 0.03% | 202 |
|
|
2024
Q2 | $455K | Buy |
18,200
+945
| +5% | +$23.6K | 0.03% | 204 |
|
|
2024
Q1 | $436K | Buy |
+17,255
| New | +$436K | 0.03% | 209 |
|