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

Arrow 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	$242K	Hold	9,448	–	–	0.02%	152
2026 Q1	$241K	Hold	9,448	–	–	0.02%	150
2025 Q4	$242K	Hold	9,448	–	–	0.02%	148
2025 Q3	$242K	Hold	9,448	–	–	0.02%	149
2025 Q2	$240K	Hold	9,448	–	–	0.03%	152
2025 Q1	$239K	Hold	9,448	–	–	0.03%	148
2024 Q4	$238K	Hold	9,448	–	–	0.02%	161
2024 Q3	$242K	Hold	9,448	–	–	0.02%	158
2024 Q2	$236K	Hold	9,448	–	–	0.02%	158
2024 Q1	$239K	Buy	9,448 +63	+0.7%	+$1.6K	0.02%	158
2023 Q4	$240K	Buy	+9,385	New	+$233K	0.02%	154

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 $104B AUM 28.3% 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

Arrow Financial's IBMQ Position: Q2 2026 in Review

Arrow Financial held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 9,448 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #152.

Arrow Financial first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $242K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Arrow Financial held 9,448 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $242K as of Q2 2026.
Arrow 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 0.02% of Arrow Financial's portfolio in Q2 2026, its #152 holding.
Arrow 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.
Arrow Financial's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $242K 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 Arrow Financial's 13F filing for Q2 2026, filed 31 Jul 2026.