Steward Partners Investment Advisory’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Steward Partners Investment Advisory’s Portfolio IBMQ Stock Details IBMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$299K	Hold
2025 Q2	$296K	Buy
2025 Q1	$221K	Sell
2024 Q4	$249K	Sell
2024 Q3	$260K	Hold
2024 Q2	$254K	Hold
2024 Q1	$257K	Hold
2023 Q4	$260K	Buy
2023 Q3	$37.2K	Buy
2023 Q2	$18.3K	Buy