WWM
WJ Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
52,833
+14,000
| +36% | +$355K | 0.42% | 40 |
|
|
2025
Q1 | $982K | Sell |
38,833
-16,600
| -30% | -$420K | 0.35% | 43 |
|
|
2024
Q4 | $1.39M | Hold |
55,433
| – | – | 0.48% | 33 |
|
|
2024
Q3 | $1.41M | Buy |
+55,433
| New | +$1.41M | 0.5% | 29 |
|
|
2024
Q2 | – | Sell |
-18,900
| Closed | -$476K | – | 79 |
|
|
2024
Q1 | $476K | Buy |
+18,900
| New | +$476K | 0.19% | 56 |
|