Stifel Financial’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 | $4.93M | Buy |
193,861
+86,526
| +81% | +$2.2M | ﹤0.01% | 1260 |
|
|
2025
Q1 | $2.71M | Buy |
107,335
+9,509
| +10% | +$240K | ﹤0.01% | 1548 |
|
|
2024
Q4 | $2.46M | Buy |
97,826
+3,126
| +3% | +$78.7K | ﹤0.01% | 1634 |
|
|
2024
Q3 | $2.43M | Buy |
94,700
+58,802
| +164% | +$1.51M | ﹤0.01% | 1651 |
|
|
2024
Q2 | $898K | Buy |
35,898
+13,880
| +63% | +$347K | ﹤0.01% | 2235 |
|
|
2024
Q1 | $556K | Buy |
22,018
+1,173
| +6% | +$29.6K | ﹤0.01% | 2542 |
|
|
2023
Q4 | $533K | Buy |
+20,845
| New | +$533K | ﹤0.01% | 2528 |
|
|
2023
Q1 | – | Sell |
-60,292
| Closed | -$1.51M | – | 3369 |
|
|
2022
Q4 | $1.51M | Sell |
60,292
-412
| -0.7% | -$10.3K | ﹤0.01% | 1725 |
|
|
2022
Q3 | $1.47M | Buy |
60,704
+3,199
| +6% | +$77.4K | ﹤0.01% | 1681 |
|
|
2022
Q2 | $1.44M | Buy |
57,505
+6,013
| +12% | +$150K | ﹤0.01% | 1730 |
|
|
2022
Q1 | $1.31M | Buy |
51,492
+3,298
| +7% | +$84K | ﹤0.01% | 1923 |
|
|
2021
Q4 | $1.31M | Buy |
48,194
+5,457
| +13% | +$149K | ﹤0.01% | 1920 |
|
|
2021
Q3 | $1.16M | Buy |
42,737
+4,443
| +12% | +$121K | ﹤0.01% | 1970 |
|
|
2021
Q2 | $1.05M | Buy |
38,294
+18,635
| +95% | +$511K | ﹤0.01% | 2057 |
|
|
2021
Q1 | $534K | Sell |
19,659
-12,748
| -39% | -$346K | ﹤0.01% | 2447 |
|
|
2020
Q4 | $895K | Buy |
32,407
+5,330
| +20% | +$147K | ﹤0.01% | 1923 |
|
|
2020
Q3 | $739K | Buy |
27,077
+10,999
| +68% | +$300K | ﹤0.01% | 1841 |
|
|
2020
Q2 | $436K | Sell |
16,078
-290
| -2% | -$7.86K | ﹤0.01% | 2132 |
|
|
2020
Q1 | $428K | Buy |
16,368
+380
| +2% | +$9.94K | ﹤0.01% | 1963 |
|
|
2019
Q4 | $416K | Buy |
15,988
+3,163
| +25% | +$82.3K | ﹤0.01% | 2374 |
|
|
2019
Q3 | $336K | Buy |
+12,825
| New | +$336K | ﹤0.01% | 2387 |
|