Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $969K | Sell |
38,232
-9,925
| -21% | -$252K | 0.01% | 702 |
|
|
2025
Q1 | $1.22M | Buy |
48,157
+56
| +0.1% | +$1.42K | 0.02% | 592 |
|
|
2024
Q4 | $1.21M | Buy |
48,101
+878
| +2% | +$22.1K | 0.02% | 625 |
|
|
2024
Q3 | $1.2M | Buy |
47,223
+5,071
| +12% | +$129K | 0.02% | 610 |
|
|
2024
Q2 | $1.05M | Buy |
42,152
+18,071
| +75% | +$452K | 0.02% | 630 |
|
|
2024
Q1 | $606K | Buy |
24,081
+45
| +0.2% | +$1.13K | 0.01% | 826 |
|
|
2023
Q4 | $611K | Buy |
24,036
+11,957
| +99% | +$304K | 0.01% | 797 |
|
|
2023
Q3 | $296K | Buy |
+12,079
| New | +$296K | 0.01% | 1022 |
|