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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
42,647
-2,527
| -6% | -$64.1K | 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% | -$349K | 0.01% | 719 |
|
|
2024
Q3 | $1.91M | Sell |
75,027
-19,628
| -21% | -$500K | 0.02% | 642 |
|
|
2024
Q2 | $2.37M | Sell |
94,655
-2,792
| -3% | -$69.8K | 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% | -$756K | 0.04% | 437 |
|
|
2023
Q3 | $3.24M | Sell |
132,154
-8,821
| -6% | -$216K | 0.05% | 348 |
|
|
2023
Q2 | $3.53M | Sell |
140,975
-3,233
| -2% | -$81K | 0.05% | 334 |
|
|
2023
Q1 | $3.67M | Sell |
144,208
-2,174
| -1% | -$55.4K | 0.06% | 321 |
|
|
2022
Q4 | $3.67M | Sell |
146,382
-9,050
| -6% | -$227K | 0.06% | 310 |
|
|
2022
Q3 | $3.79M | Sell |
155,432
-4,810
| -3% | -$117K | 0.07% | 278 |
|
|
2022
Q2 | $4.03M | Buy |
160,242
+152,382
| +1,939% | +$3.84M | 0.07% | 276 |
|
|
2022
Q1 | $200K | Buy |
+7,860
| New | +$200K | ﹤0.01% | 1291 |
|