ACS
IBMQ icon

Archford Capital Strategies’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Archford Capital Strategies’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 		$249K Sell
9,740
-3,024
-24% -$77.2K 0.03% 326
2026
Q1 		$326K Buy
12,764
+669
+6% +$17.2K 0.04% 271
2025
Q4 		$309K Sell
12,095
-970
-7% -$24.8K 0.04% 272
2025
Q3 		$335K Hold
13,065
– – 0.04% 262
2025
Q2 		$332K Buy
13,065
+591
+5% +$14.9K 0.04% 259
2025
Q1 		$315K Hold
12,474
– – 0.05% 242
2024
Q4 		$314K Hold
12,474
– – 0.05% 225
2024
Q3 		$317K Sell
12,474
-5,133
-29% -$130K 0.05% 212
2024
Q2 		$441K Buy
17,607
+1,879
+12% +$47K 0.07% 184
2024
Q1 		$397K Buy
15,728
+1,530
+11% +$38.9K 0.07% 196
2023
Q4 		$363K Sell
14,198
-359
-2% -$8.92K 0.07% 196
2023
Q3 		$355K Sell
14,557
-10,386
-42% -$259K 0.07% 225
2023
Q2 		$630K Buy
24,943
+10,891
+78% +$276K 0.12% 177
2023
Q1 		$361K Buy
14,052
+63
+0.5% +$1.6K 0.08% 224
2022
Q4 		$351K Buy
13,989
+1,615
+13% +$39.9K 0.08% 224
2022
Q3 		$299K Hold
12,374
– – 0.08% 226
2022
Q2 		$310K Buy
12,374
+211
+2% +$5.26K 0.08% 225
2022
Q1 		$309K Buy
12,163
+1,472
+14% +$38.8K 0.07% 235
2021
Q4 		$291K Buy
10,691
+103
+1% +$2.8K 0.07% 251
2021
Q3 		$288K Hold
10,588
– – 0.07% 257
2021
Q2 		$290K Buy
10,588
+2,562
+32% +$70.1K 0.07% 245
2021
Q1 		$220K Buy
+8,026
New +$220K 0.06% 256

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 $1.27B AUM 11.08% 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

Archford Capital Strategies's IBMQ Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 24% in Q2 2026, selling an estimated $77.2K and leaving 9,740 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #326.

Archford Capital Strategies first reported a position in IBMQ in Q1 2021 and has held it in 22 quarters since. The position peaked at $630K in Q2 2023. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Archford Capital Strategies held 9,740 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $249K as of Q2 2026.
  • Archford Capital Strategies sold 3,024 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $77.2K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.03% of Archford Capital Strategies's portfolio in Q2 2026, its #326 holding.
  • Archford Capital Strategies first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Archford Capital Strategies's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $630K in Q2 2023.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.