WealthBridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
14,143
+778
| +6% | +$19.7K | 0.09% | 150 |
|
|
2025
Q1 | $338K | Buy |
13,365
+303
| +2% | +$7.66K | 0.1% | 144 |
|
|
2024
Q4 | $328K | Buy |
13,062
+1,479
| +13% | +$37.2K | 0.09% | 142 |
|
|
2024
Q3 | $295K | Buy |
+11,583
| New | +$295K | 0.08% | 160 |
|
|
2024
Q2 | – | Sell |
-9,703
| Closed | -$244K | – | 190 |
|
|
2024
Q1 | $244K | Sell |
9,703
-129
| -1% | -$3.25K | 0.08% | 155 |
|
|
2023
Q4 | $250K | Sell |
9,832
-839
| -8% | -$21.3K | 0.09% | 143 |
|
|
2023
Q3 | $261K | Sell |
10,671
-440
| -4% | -$10.8K | 0.11% | 136 |
|
|
2023
Q2 | $279K | Buy |
11,111
+27
| +0.2% | +$677 | 0.11% | 137 |
|
|
2023
Q1 | $282K | Buy |
11,084
+1,810
| +20% | +$46.1K | 0.11% | 150 |
|
|
2022
Q4 | $233K | Buy |
+9,274
| New | +$233K | 0.1% | 173 |
|