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10Elms LLP’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

10Elms LLP’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$538K Buy
21,060
+700
+3% +$18K 0.34% 56
2025
Q4 		$521K Hold
20,360
– – 0.48% 41
2025
Q3 		$522K Buy
20,360
+1,200
+6% +$30.7K 0.47% 43
2025
Q2 		$487K Hold
19,160
– – 0.46% 42
2025
Q1 		$485K Buy
19,160
+4,000
+26% +$101K 0.49% 43
2024
Q4 		$382K Buy
+15,160
New +$384K 0.39% 51

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

10Elms LLP's IBMQ Position: Q1 2026 in Review

10Elms LLP increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 3.4% in Q1 2026, buying an estimated $18K and bringing the position to 21,060 shares worth $538K. The position accounts for 0.34% of the portfolio, ranked #56.

10Elms LLP first reported a position in IBMQ in Q4 2024 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

  • 10Elms LLP held 21,060 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $538K as of Q1 2026.
  • 10Elms LLP bought 700 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $18K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.34% of 10Elms LLP's portfolio in Q1 2026, its #56 holding.
  • 10Elms LLP first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on 10Elms LLP's 13F filing for Q1 2026, filed 15 May 2026.