Spire Wealth Management’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 | $2.39M | Sell |
94,355
-36,190
| -28% | -$917K | 0.09% | 197 |
|
|
2025
Q1 | $3.3M | Buy |
130,545
+2,054
| +2% | +$51.9K | 0.11% | 171 |
|
|
2024
Q4 | $3.23M | Buy |
128,491
+2,613
| +2% | +$65.7K | 0.1% | 176 |
|
|
2024
Q3 | $3.2M | Sell |
125,878
-5,259
| -4% | -$134K | 0.11% | 155 |
|
|
2024
Q2 | $3.28M | Buy |
131,137
+1,515
| +1% | +$37.9K | 0.12% | 170 |
|
|
2024
Q1 | $3.26M | Buy |
129,622
+352
| +0.3% | +$8.86K | 0.06% | 194 |
|
|
2023
Q4 | $3.26M | Sell |
129,270
-3,148
| -2% | -$79.3K | 0.11% | 185 |
|
|
2023
Q3 | $3.24M | Sell |
132,418
-5,489
| -4% | -$134K | 0.12% | 181 |
|
|
2023
Q2 | $3.46M | Buy |
137,907
+1,935
| +1% | +$48.5K | 0.13% | 159 |
|
|
2023
Q1 | $3.46M | Buy |
135,972
+24,090
| +22% | +$613K | 0.13% | 146 |
|
|
2022
Q4 | $2.81M | Buy |
+111,882
| New | +$2.81M | 0.16% | 130 |
|