Steward Partners Investment Advisory’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Buy |
|
|||||
|
2025
Q2 | $1.08M | Sell |
|
|||||
|
2025
Q1 | $1.14M | Sell |
|
|||||
|
2024
Q4 | $1.54M | Sell |
|
|||||
|
2024
Q3 | $1.91M | Sell |
|
|||||
|
2024
Q2 | $2.37M | Sell |
|
|||||
|
2024
Q1 | $2.45M | Sell |
|
|||||
|
2023
Q4 | $2.6M | Sell |
|
|||||
|
2023
Q3 | $3.24M | Sell |
|
|||||
|
2023
Q2 | $3.53M | Sell |
|
|||||
|
2023
Q1 | $3.67M | Sell |
|
|||||
|
2022
Q4 | $3.67M | Sell |
|
|||||
|
2022
Q3 | $3.79M | Sell |
|
|||||
|
2022
Q2 | $4.03M | Buy |
|
|||||
|
2022
Q1 | $200K | Buy |
|