Stifel Financial’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 | $3.38M | Buy |
132,836
+6,893
| +5% | +$175K | ﹤0.01% | 1591 |
|
|
2025
Q4 | $3.2M | Sell |
125,943
-8,417
| -6% | -$214K | ﹤0.01% | 1599 |
|
|
2025
Q3 | $3.42M | Buy |
134,360
+2,996
| +2% | +$76.2K | ﹤0.01% | 1515 |
|
|
2025
Q2 | $3.33M | Buy |
131,364
+2,999
| +2% | +$75.6K | ﹤0.01% | 1486 |
|
|
2025
Q1 | $3.25M | Buy |
128,365
+9,782
| +8% | +$247K | ﹤0.01% | 1429 |
|
|
2024
Q4 | $2.98M | Sell |
118,583
-876
| -0.7% | -$22.1K | ﹤0.01% | 1526 |
|
|
2024
Q3 | $3.04M | Sell |
119,459
-5,527
| -4% | -$140K | ﹤0.01% | 1514 |
|
|
2024
Q2 | $3.13M | Buy |
124,986
+32,835
| +36% | +$820K | ﹤0.01% | 1424 |
|
|
2024
Q1 | $2.32M | Buy |
+92,151
| New | +$2.33M | ﹤0.01% | 1611 |
|
|
2023
Q3 | – | Sell |
-184,099
| Closed | -$4.61M | – | 3342 |
|
|
2023
Q2 | $4.61M | Buy |
184,099
+4,337
| +2% | +$109K | 0.01% | 1085 |
|
|
2023
Q1 | $4.58M | Buy |
+179,762
| New | +$4.55M | 0.01% | 1075 |
|
|
2022
Q4 | – | Sell |
-13,486
| Closed | -$329K | – | 3340 |
|
|
2022
Q3 | $329K | Buy |
13,486
+502
| +4% | +$12.7K | ﹤0.01% | 2673 |
|
|
2022
Q2 | $327K | Sell |
12,984
-1,117
| -8% | -$27.9K | ﹤0.01% | 2700 |
|
|
2022
Q1 | $359K | Sell |
14,101
-1,686
| -11% | -$44.1K | ﹤0.01% | 2766 |
|
|
2021
Q4 | $427K | Buy |
15,787
+3,545
| +29% | +$95.6K | ﹤0.01% | 2684 |
|
|
2021
Q3 | $331K | Buy |
12,242
+842
| +7% | +$22.9K | ﹤0.01% | 2840 |
|
|
2021
Q2 | $309K | Buy |
11,400
+2,198
| +24% | +$59.6K | ﹤0.01% | 2884 |
|
|
2021
Q1 | $248K | Buy |
9,202
+1,399
| +18% | +$38K | ﹤0.01% | 2899 |
|
|
2020
Q4 | $213K | Buy |
+7,803
| New | +$212K | ﹤0.01% | 2789 |
|
|
2020
Q3 | – | Sell |
-19,659
| Closed | -$527K | – | 2927 |
|
|
2020
Q2 | $527K | Sell |
19,659
-270
| -1% | -$7.12K | ﹤0.01% | 2011 |
|
|
2020
Q1 | $517K | Buy |
19,929
+337
| +2% | +$8.81K | ﹤0.01% | 1851 |
|
|
2019
Q4 | $508K | Buy |
19,592
+2,841
| +17% | +$73.8K | ﹤0.01% | 2248 |
|
|
2019
Q3 | $436K | Buy |
+16,751
| New | +$436K | ﹤0.01% | 2238 |
|
Other funds holding IBMP
CA
HWA
LIA
