UBS Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.56M | Buy |
375,781
+22,921
| +6% | +$584K | ﹤0.01% | 3406 |
|
|
2025
Q4 | $8.96M | Sell |
352,860
-27,330
| -7% | -$694K | ﹤0.01% | 3407 |
|
|
2025
Q3 | $9.69M | Sell |
380,190
-13,327
| -3% | -$339K | ﹤0.01% | 3323 |
|
|
2025
Q2 | $9.98M | Sell |
393,517
-17,596
| -4% | -$443K | ﹤0.01% | 3083 |
|
|
2025
Q1 | $10.4M | Sell |
411,113
-369
| -0.1% | -$9.31K | ﹤0.01% | 2997 |
|
|
2024
Q4 | $10.3M | Sell |
411,482
-52,101
| -11% | -$1.32M | ﹤0.01% | 3004 |
|
|
2024
Q3 | $11.8M | Buy |
463,583
+36,651
| +9% | +$926K | ﹤0.01% | 2216 |
|
|
2024
Q2 | $10.7M | Buy |
426,932
+54,701
| +15% | +$1.37M | ﹤0.01% | 2163 |
|
|
2024
Q1 | $9.37M | Buy |
372,231
+20,434
| +6% | +$516K | ﹤0.01% | 2331 |
|
|
2023
Q4 | $8.94M | Buy |
351,797
+84,509
| +32% | +$2.1M | ﹤0.01% | 2196 |
|
|
2023
Q3 | $6.54M | Buy |
267,288
+14,560
| +6% | +$362K | ﹤0.01% | 2326 |
|
|
2023
Q2 | $6.33M | Sell |
252,728
-453
| -0.2% | -$11.4K | ﹤0.01% | 2354 |
|
|
2023
Q1 | $6.45M | Sell |
253,181
-5,356
| -2% | -$136K | ﹤0.01% | 2277 |
|
|
2022
Q4 | $6.48M | Buy |
258,537
+85,094
| +49% | +$2.11M | ﹤0.01% | 2249 |
|
|
2022
Q3 | $4.23M | Buy |
173,443
+18,673
| +12% | +$471K | ﹤0.01% | 2507 |
|
|
2022
Q2 | $3.9M | Buy |
154,770
+66,754
| +76% | +$1.67M | ﹤0.01% | 2584 |
|
|
2022
Q1 | $2.24M | Buy |
88,016
+42,022
| +91% | +$1.1M | ﹤0.01% | 3328 |
|
|
2021
Q4 | $1.24M | Buy |
45,994
+4,211
| +10% | +$114K | ﹤0.01% | 4192 |
|
|
2021
Q3 | $1.13M | Buy |
41,783
+1,334
| +3% | +$36.3K | ﹤0.01% | 4090 |
|
|
2021
Q2 | $1.1M | Buy |
40,449
+5,876
| +17% | +$159K | ﹤0.01% | 4104 |
|
|
2021
Q1 | $931K | Buy |
34,573
+13,777
| +66% | +$374K | ﹤0.01% | 4330 |
|
|
2020
Q4 | $568K | Buy |
20,796
+3,840
| +23% | +$104K | ﹤0.01% | 4503 |
|
|
2020
Q3 | $459K | Sell |
16,956
-570
| -3% | -$15.5K | ﹤0.01% | 4262 |
|
|
2020
Q2 | $470K | Buy |
17,526
+8,679
| +98% | +$229K | ﹤0.01% | 4193 |
|
|
2020
Q1 | $231K | Buy |
8,847
+3,027
| +52% | +$79.2K | ﹤0.01% | 4608 |
|
|
2019
Q4 | $151K | Buy |
+5,820
| New | +$151K | ﹤0.01% | 5773 |
|
Other funds holding IBMP
CA
HWA
LIA
