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

Aspect Partners’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
2024
Q1 		– Sell
-760
Closed -$19.4K – 560
2023
Q4 		$19.4K Buy
+760
New +$18.9K 0.01% 179

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Aspect Partners's IBMQ Position: Q1 2024 in Review

Aspect Partners sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q1 2024, closing a stake of 760 shares — an estimated $19.4K sold.

Aspect Partners first reported a position in IBMQ in Q4 2023 and held it in 1 quarter. The position peaked at $19.4K in Q4 2023. 113 funds tracked by Wall St. Rank hold IBMQ as of Q1 2024.

  • Aspect Partners reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Aspect Partners sold 760 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2024, an estimated $19.4K.
  • Aspect Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and held it in 1 quarter.
  • Aspect Partners's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $19.4K in Q4 2023.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2024.

Based on Aspect Partners's 13F filing for Q1 2024, filed 17 May 2024.