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 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

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

Atwater Malick's IBMQ Position: Q2 2026 in Review

Atwater Malick increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 1.8% in Q2 2026, buying an estimated $45.2K and bringing the position to 101,618 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 7 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Atwater Malick held 101,618 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $2.6M as of Q2 2026.
Atwater Malick bought 1,770 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $45.2K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.57% of Atwater Malick's portfolio in Q2 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 7 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.