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
2026 Q1	$1.09M	Buy	42,652 +1	+0%	+$25	0.01%	1128
2025 Q4	$1.08M	Buy	42,651 +3	+0%	+$76	0.01%	1035
2025 Q3	$1.09M	Buy	42,648 +1	+0%	+$25	0.01%	1023
2025 Q2	$1.08M	Sell	42,647 -2,527	-6%	-$63.7K	0.01%	959
2025 Q1	$1.14M	Sell	45,174 -15,960	-26%	-$403K	0.01%	868
2024 Q4	$1.54M	Sell	61,134 -13,893	-19%	-$351K	0.01%	719
2024 Q3	$1.91M	Sell	75,027 -19,628	-21%	-$496K	0.02%	642
2024 Q2	$2.37M	Sell	94,655 -2,792	-3%	-$69.7K	0.02%	534
2024 Q1	$2.45M	Sell	97,447 -4,959	-5%	-$125K	0.03%	516
2023 Q4	$2.6M	Sell	102,406 -29,748	-23%	-$739K	0.04%	437
2023 Q3	$3.24M	Sell	132,154 -8,821	-6%	-$220K	0.05%	348
2023 Q2	$3.53M	Sell	140,975 -3,233	-2%	-$81.4K	0.05%	334
2023 Q1	$3.67M	Sell	144,208 -2,174	-1%	-$55K	0.06%	321
2022 Q4	$3.67M	Sell	146,382 -9,050	-6%	-$224K	0.06%	310
2022 Q3	$3.79M	Sell	155,432 -4,810	-3%	-$121K	0.07%	278
2022 Q2	$4.03M	Buy	160,242 +152,382	+1,939%	+$3.81M	0.07%	276
2022 Q1	$200K	Buy	+7,860	New	+$206K	﹤0.01%	1291