American Capital Advisory’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

American Capital Advisory’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	$56.7K	Hold	2,217	–	–	0.02%	208
2026 Q1	$56.6K	Hold	2,217	–	–	0.02%	193
2025 Q4	$56.7K	Hold	2,217	–	–	0.02%	189
2025 Q3	$56.8K	Hold	2,217	–	–	0.03%	179
2025 Q2	$56.3K	Hold	2,217	–	–	0.03%	174
2025 Q1	$56.1K	Hold	2,217	–	–	0.03%	169
2024 Q4	$55.8K	Hold	2,217	–	–	0.03%	170
2024 Q3	$56.8K	Buy	+2,217	New	+$56.2K	0.03%	166

Other funds holding IBMQ

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

HWA

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

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

American Capital Advisory's IBMQ Position: Q2 2026 in Review

American Capital Advisory held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 2,217 shares worth $56.7K. The position accounts for 0.02% of the portfolio, ranked #208.

American Capital Advisory first reported a position in IBMQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $56.8K in Q3 2025. 127 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

American Capital Advisory held 2,217 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $56.7K as of Q2 2026.
American Capital Advisory 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 0.02% of American Capital Advisory's portfolio in Q2 2026, its #208 holding.
American Capital Advisory first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
American Capital Advisory's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $56.8K in Q3 2025.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.