Atwater Malick’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Atwater Malick’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 Q3	$2.6M	Buy	103,577 +1,959	+2%	+$49.8K	0.57%	32
2026 Q2	$2.6M	Buy	101,618 +1,770	+2%	+$45.2K	0.57%	32
2026 Q1	$2.55M	Buy	99,848 +4,677	+5%	+$120K	0.69%	26
2025 Q4	$2.43M	Buy	95,171 +83,272	+700%	+$2.13M	0.67%	29
2025 Q3	$305K	Buy	11,899 +978	+9%	+$25K	0.09%	68
2025 Q2	$278K	Buy	+10,921	New	+$275K	0.09%	70
2024 Q4	–	Sell	-8,409	Closed	-$216K	–	75
2024 Q3	$216K	Hold	8,409	–	–	0.07%	74
2024 Q2	$210K	Buy	+8,409	New	+$211K	0.07%	75

Other funds holding IBMQ

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Atwater Malick's IBMQ Position: Q3 2026 in Review

Atwater Malick increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 1.9% in Q3 2026, buying an estimated $49.8K and bringing the position to 103,577 shares worth $2.6M. The position accounts for 0.57% of the portfolio, ranked #32.

Atwater Malick first reported a position in IBMQ in Q2 2024 and has held it in 8 quarters since. 59 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

Atwater Malick held 103,577 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $2.6M as of Q3 2026.
Atwater Malick bought 1,959 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $49.8K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.57% of Atwater Malick's portfolio in Q3 2026, its #32 holding.
Atwater Malick first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2024 and has held it in 8 quarters since.
59 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.