Woodmont Investment Counsel’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 | $1.97M | Buy |
77,590
+6,275
| +9% | +$159K | 0.13% | 109 |
|
|
2025
Q1 | $1.8M | Hold |
71,315
| – | – | 0.13% | 109 |
|
|
2024
Q4 | $1.79M | Buy |
71,315
+4,408
| +7% | +$111K | 0.13% | 106 |
|
|
2024
Q3 | $1.7M | Buy |
66,907
+10,940
| +20% | +$278K | 0.13% | 107 |
|
|
2024
Q2 | $1.4M | Buy |
55,967
+6,183
| +12% | +$155K | 0.11% | 112 |
|
|
2024
Q1 | $1.25M | Buy |
49,784
+284
| +0.6% | +$7.15K | 0.11% | 126 |
|
|
2023
Q4 | $1.26M | Sell |
49,500
-2,000
| -4% | -$50.8K | 0.12% | 116 |
|
|
2023
Q3 | $1.26M | Buy |
51,500
+5,500
| +12% | +$135K | 0.13% | 112 |
|
|
2023
Q2 | $1.15M | Buy |
46,000
+3,000
| +7% | +$75.2K | 0.12% | 121 |
|
|
2023
Q1 | $1.09M | Hold |
43,000
| – | – | 0.12% | 124 |
|
|
2022
Q4 | $1.08M | Hold |
43,000
| – | – | 0.12% | 122 |
|
|
2022
Q3 | $1.05M | Buy |
43,000
+4,000
| +10% | +$97.6K | 0.13% | 123 |
|
|
2022
Q2 | $982K | Buy |
39,000
+2,525
| +7% | +$63.6K | 0.12% | 128 |
|
|
2022
Q1 | $928K | Buy |
+36,475
| New | +$928K | 0.11% | 140 |
|