Steward Partners Investment Advisory’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
11,666
+2,928
| +34% | +$74.4K | ﹤0.01% | 1561 |
|
|
2025
Q1 | $221K | Sell |
8,738
-1,155
| -12% | -$29.2K | ﹤0.01% | 1596 |
|
|
2024
Q4 | $249K | Sell |
9,893
-270
| -3% | -$6.8K | ﹤0.01% | 1497 |
|
|
2024
Q3 | $260K | Hold |
10,163
| – | – | ﹤0.01% | 1393 |
|
|
2024
Q2 | $254K | Hold |
10,163
| – | – | ﹤0.01% | 1339 |
|
|
2024
Q1 | $257K | Hold |
10,163
| – | – | ﹤0.01% | 1322 |
|
|
2023
Q4 | $260K | Buy |
10,163
+8,638
| +566% | +$221K | ﹤0.01% | 1273 |
|
|
2023
Q3 | $37.2K | Buy |
1,525
+798
| +110% | +$19.5K | ﹤0.01% | 2042 |
|
|
2023
Q2 | $18.3K | Buy |
+727
| New | +$18.3K | ﹤0.01% | 2333 |
|