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

Avantax Planning 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
2026 Q2	$319K	Hold	12,459	–	–	0.01%	357
2026 Q1	$318K	Hold	12,459	–	–	0.01%	342
2025 Q4	$319K	Hold	12,459	–	–	0.01%	349
2025 Q3	$319K	Hold	12,459	–	–	0.01%	340
2025 Q2	$317K	Sell	12,459 -1	-0%	-$25	0.01%	345
2025 Q1	$315K	Buy	+12,460	New	+$315K	0.01%	328
2024 Q4	–	Sell	-9,253	Closed	-$237K	–	445
2024 Q3	$237K	Sell	9,253 -5,604	-38%	-$142K	0.01%	382
2024 Q2	$372K	Sell	14,857 -12,042	-45%	-$301K	0.01%	327
2024 Q1	$680K	Buy	+26,899	New	+$684K	0.02%	254

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 $103B AUM 28.65% 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

Avantax Planning Partners's IBMQ Position: Q2 2026 in Review

Avantax Planning Partners held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 12,459 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #357.

Avantax Planning Partners first reported a position in IBMQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $680K in Q1 2024. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Avantax Planning Partners held 12,459 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $319K as of Q2 2026.
Avantax Planning Partners 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 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #357 holding.
Avantax Planning Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
Avantax Planning Partners's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $680K in Q1 2024.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.