Allworth Financial’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Allworth Financial’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 Q2	$20.8K	Hold	813	–	–	﹤0.01%	3165
2026 Q1	$20.8K	Hold	813	–	–	﹤0.01%	2970
2025 Q4	$20.8K	Hold	813	–	–	﹤0.01%	2795
2025 Q3	$20.8K	Hold	813	–	–	﹤0.01%	2684
2025 Q2	$20.7K	Hold	813	–	–	﹤0.01%	2497
2025 Q1	$20.4K	Hold	813	–	–	﹤0.01%	2074
2024 Q4	$20.5K	Hold	813	–	–	﹤0.01%	2084
2024 Q3	$20.8K	Hold	813	–	–	﹤0.01%	1890
2024 Q2	$20.4K	Hold	813	–	–	﹤0.01%	1872
2024 Q1	$20.5K	Hold	813	–	–	﹤0.01%	1760
2023 Q4	$20.8K	Buy	+813	New	+$20.2K	﹤0.01%	1629

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Allworth Financial's IBMQ Position: Q2 2026 in Review

Allworth Financial held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 813 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3165.

Allworth Financial first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.8K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Allworth Financial held 813 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $20.8K as of Q2 2026.
Allworth Financial left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3165 holding.
Allworth Financial first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Allworth Financial's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $20.8K in Q3 2025.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.