AWP
IBMQ icon

Accretive Wealth Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Accretive Wealth Partners’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 		$271K Buy
10,608
+2,716
+34% +$69.7K 0.08% 150
2025
Q4 		$202K Sell
7,892
-487
-6% -$12.4K 0.06% 151
2025
Q3 		$215K Buy
8,379
+105
+1% +$2.69K 0.07% 142
2025
Q2 		$210K Buy
+8,274
New +$208K 0.07% 140

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

Accretive Wealth Partners's IBMQ Position: Q1 2026 in Review

Accretive Wealth Partners increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 34% in Q1 2026, buying an estimated $69.7K and bringing the position to 10,608 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #150.

Accretive Wealth Partners first reported a position in IBMQ in Q2 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

  • Accretive Wealth Partners held 10,608 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $271K as of Q1 2026.
  • Accretive Wealth Partners bought 2,716 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $69.7K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.08% of Accretive Wealth Partners's portfolio in Q1 2026, its #150 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.