Wealth Enhancement Advisory Services’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
Q1
Sell
-19,880
Closed -$500K 3003
2024
Q4
$500K Buy
19,880
+3,978
+25% +$100K ﹤0.01% 1976
2024
Q3
$405K Buy
+15,902
New +$405K ﹤0.01% 1950