Stratos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33,547
| Closed | -$853K | – | 692 |
|
|
2023
Q4 | $853K | Buy |
33,547
+22,756
| +211% | +$578K | 0.05% | 365 |
|
|
2023
Q3 | $264K | Hold |
10,791
| – | – | 0.02% | 560 |
|
|
2023
Q2 | $270K | Hold |
10,791
| – | – | 0.02% | 535 |
|
|
2023
Q1 | $275K | Buy |
10,791
+2,466
| +30% | +$62.8K | 0.02% | 510 |
|
|
2022
Q4 | $209K | Buy |
+8,325
| New | +$209K | 0.02% | 541 |
|