Ameriprise
IBMQ icon

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

Ameriprise’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 		$3.24M Buy
126,845
+27,829
+28% +$710K ﹤0.01% 2824
2026
Q1 		$2.53M Buy
99,016
+3,244
+3% +$83.2K ﹤0.01% 2838
2025
Q4 		$2.45M Buy
95,772
+303
+0.3% +$7.74K ﹤0.01% 2891
2025
Q3 		$2.45M Sell
95,469
-17,663
-16% -$452K ﹤0.01% 2907
2025
Q2 		$2.87M Buy
113,132
+3,841
+4% +$96.7K ﹤0.01% 2748
2025
Q1 		$2.76M Buy
109,291
+2,575
+2% +$65K ﹤0.01% 2711
2024
Q4 		$2.69M Buy
106,716
+6,791
+7% +$172K ﹤0.01% 2755
2024
Q3 		$2.56M Buy
99,925
+1,144
+1% +$29K ﹤0.01% 2778
2024
Q2 		$2.47M Buy
98,781
+22,620
+30% +$566K ﹤0.01% 2773
2024
Q1 		$1.92M Sell
76,161
-62,748
-45% -$1.6M ﹤0.01% 2893
2023
Q4 		$3.55M Buy
138,909
+31,631
+29% +$786K ﹤0.01% 2575
2023
Q3 		$2.62M Sell
107,278
-930
-0.9% -$23.2K ﹤0.01% 2691
2023
Q2 		$2.72M Sell
108,208
-55,701
-34% -$1.41M ﹤0.01% 2723
2023
Q1 		$4.2M Sell
163,909
-1,831
-1% -$46.5K ﹤0.01% 2433
2022
Q4 		$4.16M Buy
165,740
+52,462
+46% +$1.3M ﹤0.01% 2420
2022
Q3 		$2.74M Buy
+113,278
New +$2.85M ﹤0.01% 2627

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Ameriprise's IBMQ Position: Q2 2026 in Review

Ameriprise increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 28% in Q2 2026, buying an estimated $710K and bringing the position to 126,845 shares worth $3.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2824.

Ameriprise first reported a position in IBMQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.2M in Q1 2023. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Ameriprise held 126,845 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $3.24M as of Q2 2026.
  • Ameriprise bought 27,829 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $710K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2824 holding.
  • Ameriprise first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Ameriprise's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $4.2M in Q1 2023.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.