Tradition Wealth Management’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 |
-1,250
| Closed | -$32K | – | 759 |
|
|
2023
Q4 | $32K | Buy |
1,250
+9
| +0.7% | +$230 | ﹤0.01% | 731 |
|
|
2023
Q3 | $30K | Buy |
1,241
+6
| +0.5% | +$145 | ﹤0.01% | 737 |
|
|
2023
Q2 | $31K | Buy |
1,235
+6
| +0.5% | +$151 | ﹤0.01% | 759 |
|
|
2023
Q1 | $31K | Buy |
1,229
+4
| +0.3% | +$101 | ﹤0.01% | 736 |
|
|
2022
Q4 | $31K | Buy |
1,225
+7
| +0.6% | +$177 | ﹤0.01% | 649 |
|
|
2022
Q3 | $30K | Buy |
1,218
+4
| +0.3% | +$99 | ﹤0.01% | 652 |
|
|
2022
Q2 | $31K | Buy |
1,214
+3
| +0.2% | +$77 | ﹤0.01% | 562 |
|
|
2022
Q1 | $31K | Buy |
1,211
+402
| +50% | +$10.3K | ﹤0.01% | 620 |
|
|
2021
Q4 | $22K | Buy |
809
+2
| +0.2% | +$54 | ﹤0.01% | 706 |
|
|
2021
Q3 | $22K | Buy |
807
+2
| +0.2% | +$55 | ﹤0.01% | 702 |
|
|
2021
Q2 | $22K | Buy |
805
+1
| +0.1% | +$27 | ﹤0.01% | 737 |
|
|
2021
Q1 | $22K | Buy |
+804
| New | +$22K | ﹤0.01% | 619 |
|