WealthBridge Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
12,732
+680
| +6% | +$17.3K | 0.08% | 162 |
|
|
2025
Q1 | $305K | Buy |
12,052
+250
| +2% | +$6.32K | 0.09% | 155 |
|
|
2024
Q4 | $297K | Buy |
11,802
+1,190
| +11% | +$30K | 0.08% | 154 |
|
|
2024
Q3 | $272K | Buy |
+10,612
| New | +$272K | 0.08% | 167 |
|
|
2024
Q2 | – | Sell |
-9,501
| Closed | -$240K | – | 191 |
|
|
2024
Q1 | $240K | Sell |
9,501
-98
| -1% | -$2.48K | 0.08% | 162 |
|
|
2023
Q4 | $246K | Sell |
9,599
-762
| -7% | -$19.5K | 0.09% | 146 |
|
|
2023
Q3 | $253K | Sell |
10,361
-425
| -4% | -$10.4K | 0.1% | 140 |
|
|
2023
Q2 | $271K | Buy |
10,786
+421
| +4% | +$10.6K | 0.11% | 141 |
|
|
2023
Q1 | $265K | Buy |
10,365
+1,492
| +17% | +$38.2K | 0.11% | 159 |
|
|
2022
Q4 | $223K | Buy |
+8,873
| New | +$223K | 0.09% | 177 |
|