Bank of America
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Bank of America’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Bank of America’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
Q1 		$61.3M Buy
2,399,611
+125,253
+6% +$3.21M ﹤0.01% 1462
2025
Q4 		$58.2M Buy
2,274,358
+159,114
+8% +$4.06M ﹤0.01% 1453
2025
Q3 		$54.2M Buy
2,115,244
+44,737
+2% +$1.14M ﹤0.01% 1680
2025
Q2 		$52.6M Buy
2,070,507
+143,626
+7% +$3.62M ﹤0.01% 1670
2025
Q1 		$48.7M Buy
1,926,881
+171,820
+10% +$4.34M ﹤0.01% 1611
2024
Q4 		$44.2M Buy
1,755,061
+636,000
+57% +$16.1M ﹤0.01% 1610
2024
Q3 		$28.7M Buy
1,119,061
+93,167
+9% +$2.36M ﹤0.01% 2052
2024
Q2 		$25.7M Buy
1,025,894
+80,645
+9% +$2.02M ﹤0.01% 2004
2024
Q1 		$23.9M Buy
945,249
+46,182
+5% +$1.17M ﹤0.01% 2100
2023
Q4 		$23M Buy
899,067
+339,188
+61% +$8.43M ﹤0.01% 2018
2023
Q3 		$13.7M Buy
559,879
+250,850
+81% +$6.26M ﹤0.01% 2412
2023
Q2 		$7.78M Buy
309,029
+19,730
+7% +$499K ﹤0.01% 2964
2023
Q1 		$7.41M Buy
289,299
+48,335
+20% +$1.23M ﹤0.01% 3122
2022
Q4 		$6.05M Buy
240,964
+8,561
+4% +$211K ﹤0.01% 3224
2022
Q3 		$5.62M Buy
232,403
+109,436
+89% +$2.75M ﹤0.01% 3224
2022
Q2 		$3.08M Buy
122,967
+74,561
+154% +$1.86M ﹤0.01% 3903
2022
Q1 		$1.23M Buy
48,406
+4,986
+11% +$131K ﹤0.01% 5033
2021
Q4 		$1.18M Sell
43,420
-5,189
-11% -$141K ﹤0.01% 5070
2021
Q3 		$1.32M Buy
48,609
+5,152
+12% +$142K ﹤0.01% 4815
2021
Q2 		$1.19M Buy
43,457
+1,146
+3% +$31.4K ﹤0.01% 4756
2021
Q1 		$1.15M Buy
42,311
+4,036
+11% +$111K ﹤0.01% 4720
2020
Q4 		$1.06M Buy
38,275
+9,732
+34% +$266K ﹤0.01% 4451
2020
Q3 		$779K Buy
28,543
+20,539
+257% +$562K ﹤0.01% 4388
2020
Q2 		$217K Buy
8,004
+1,978
+33% +$52.7K ﹤0.01% 5186
2020
Q1 		$159K Buy
6,026
+4,329
+255% +$114K ﹤0.01% 5239
2019
Q4 		$44K Buy
+1,697
New +$44.3K ﹤0.01% 6293

Other funds holding IBMQ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America's IBMQ Position: Q1 2026 in Review

Bank of America increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 5.5% in Q1 2026, buying an estimated $3.21M and bringing the position to 2,399,611 shares worth $61.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Bank of America first reported a position in IBMQ in Q4 2019 and has held it in 26 quarters since. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

  • Bank of America held 2,399,611 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $61.3M as of Q1 2026.
  • Bank of America bought 125,253 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $3.21M.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1462 holding.
  • Bank of America first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.