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Addison Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Addison Advisors’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 		$25.4K Hold
995
– – 0.01% 522
2025
Q4 		$25.4K Hold
995
– – 0.01% 512
2025
Q3 		$25.5K Hold
995
– – 0.01% 512
2025
Q2 		$25.3K Buy
995
+900
+947% +$22.7K 0.01% 508
2025
Q1 		$2.4K Hold
95
– – ﹤0.01% 732
2024
Q4 		$2.39K Buy
+95
New +$2.41K ﹤0.01% 731
2024
Q2 		– Sell
-200
Closed -$5.05K – 783
2024
Q1 		$5.05K Sell
200
-25
-11% -$636 ﹤0.01% 568
2023
Q4 		$5.76K Buy
225
+25
+13% +$621 ﹤0.01% 566
2023
Q3 		$4.88K Buy
+200
New +$4.99K ﹤0.01% 545

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 $9.79B 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 $25.5B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return