Stonebridge Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,700
| Closed | -$164K | – | 490 |
|
|
2023
Q3 | $164K | Hold |
6,700
| – | – | 0.02% | 223 |
|
|
2023
Q2 | $168K | Buy |
6,700
+1,000
| +18% | +$25.1K | 0.02% | 219 |
|
|
2023
Q1 | $145K | Buy |
5,700
+3,231
| +131% | +$82.3K | 0.02% | 231 |
|
|
2022
Q4 | $61.9K | Buy |
2,469
+301
| +14% | +$7.55K | 0.01% | 336 |
|
|
2022
Q3 | $53K | Buy |
2,168
+4
| +0.2% | +$98 | 0.01% | 340 |
|
|
2022
Q2 | $54K | Buy |
2,164
+3
| +0.1% | +$75 | 0.01% | 343 |
|
|
2022
Q1 | $55K | Buy |
2,161
+802
| +59% | +$20.4K | 0.01% | 376 |
|
|
2021
Q4 | $37K | Buy |
1,359
+2
| +0.1% | +$54 | ﹤0.01% | 416 |
|
|
2021
Q3 | $37K | Sell |
1,357
-1,352
| -50% | -$36.9K | ﹤0.01% | 388 |
|
|
2021
Q2 | $73K | Buy |
2,709
+1,355
| +100% | +$36.5K | ﹤0.01% | 391 |
|
|
2021
Q1 | $36K | Buy |
+1,354
| New | +$36K | ﹤0.01% | 394 |
|