Tradition Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,250	Closed	-$32K	–	758
2023 Q4	$32K	Buy	1,250 +9	+0.7%	+$224	﹤0.01%	731
2023 Q3	$30K	Buy	1,241 +6	+0.5%	+$149	﹤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%	+$173	﹤0.01%	649
2022 Q3	$30K	Buy	1,218 +4	+0.3%	+$101	﹤0.01%	652
2022 Q2	$31K	Buy	1,214 +3	+0.2%	+$75	﹤0.01%	562
2022 Q1	$31K	Buy	1,211 +402	+50%	+$10.5K	﹤0.01%	620
2021 Q4	$22K	Buy	809 +2	+0.2%	+$54	﹤0.01%	706
2021 Q3	$22K	Buy	807 +2	+0.2%	+$54	﹤0.01%	702
2021 Q2	$22K	Buy	805 +1	+0.1%	+$27	﹤0.01%	737
2021 Q1	$22K	Buy	+804	New	+$21.8K	﹤0.01%	619