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

ArborFi 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	$211K	Buy	8,282 +319	+4%	+$8.18K	0.17%	44
2025 Q4	$204K	Buy	+7,963	New	+$203K	0.17%	47
2025 Q2	–	Sell	-8,536	Closed	-$216K	–	50
2025 Q1	$216K	Buy	+8,536	New	+$216K	0.21%	45

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

ArborFi Advisors's IBMQ Position: Q1 2026 in Review

ArborFi Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 4% in Q1 2026, buying an estimated $8.18K and bringing the position to 8,282 shares worth $211K. The position accounts for 0.17% of the portfolio, ranked #44.

ArborFi Advisors first reported a position in IBMQ in Q1 2025 and has held it in 3 quarters since. The position peaked at $216K in Q1 2025. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

ArborFi Advisors held 8,282 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $211K as of Q1 2026.
ArborFi Advisors bought 319 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $8.18K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.17% of ArborFi Advisors's portfolio in Q1 2026, its #44 holding.
ArborFi Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2025 and has held it in 3 quarters since.
ArborFi Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $216K in Q1 2025.
186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on ArborFi Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.