Woodmont Investment Counsel’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 | $2.44M | Buy |
95,929
+14,020
| +17% | +$356K | 0.16% | 94 |
|
|
2025
Q1 | $2.07M | Buy |
81,909
+4,000
| +5% | +$101K | 0.15% | 97 |
|
|
2024
Q4 | $1.96M | Buy |
77,909
+4,293
| +6% | +$108K | 0.15% | 99 |
|
|
2024
Q3 | $1.89M | Buy |
73,616
+19,116
| +35% | +$490K | 0.14% | 103 |
|
|
2024
Q2 | $1.36M | Buy |
54,500
+11,971
| +28% | +$300K | 0.11% | 115 |
|
|
2024
Q1 | $1.07M | Buy |
42,529
+7,279
| +21% | +$184K | 0.09% | 136 |
|
|
2023
Q4 | $902K | Buy |
+35,250
| New | +$902K | 0.08% | 137 |
|