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

AssetMark Inc’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	$3.03M	Buy	118,317 +23,943	+25%	+$611K	0.01%	857
2026 Q1	$2.41M	Buy	94,374 +30,852	+49%	+$792K	﹤0.01%	844
2025 Q4	$1.62M	Buy	63,522 +21,917	+53%	+$560K	﹤0.01%	905
2025 Q3	$1.07M	Buy	41,605 +21,157	+103%	+$541K	﹤0.01%	957
2025 Q2	$520K	Buy	20,448 +10,720	+110%	+$270K	﹤0.01%	1043
2025 Q1	$246K	Buy	9,728 +7,457	+328%	+$188K	﹤0.01%	1095
2024 Q4	$57.2K	Buy	2,271 +1,896	+506%	+$48.1K	﹤0.01%	1394
2024 Q3	$9.61K	Hold	375	–	–	﹤0.01%	1631
2024 Q2	$9.38K	Buy	+375	New	+$9.39K	﹤0.01%	1504

Other funds holding IBMQ

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

AssetMark Inc's IBMQ Position: Q2 2026 in Review

AssetMark Inc increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 25% in Q2 2026, buying an estimated $611K and bringing the position to 118,317 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #857.

AssetMark Inc first reported a position in IBMQ in Q2 2024 and has held it in 9 quarters since. 97 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

AssetMark Inc held 118,317 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $3.03M as of Q2 2026.
AssetMark Inc bought 23,943 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $611K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #857 holding.
AssetMark Inc first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
97 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.