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Barrett & Company’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Barrett & Company’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 		$45.9K Hold
1,794
– – 0.01% 326
2026
Q1 		$45.8K Hold
1,794
– – 0.02% 297
2025
Q4 		$45.9K Hold
1,794
– – 0.02% 309
2025
Q3 		$46K Hold
1,794
– – 0.02% 314
2025
Q2 		$45.6K Buy
+1,794
New +$45.2K 0.02% 316

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Barrett & Company's IBMQ Position: Q2 2026 in Review

Barrett & Company held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 1,794 shares worth $45.9K. The position accounts for 0.01% of the portfolio, ranked #326.

Barrett & Company first reported a position in IBMQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $46K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Barrett & Company held 1,794 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $45.9K as of Q2 2026.
  • Barrett & Company 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 Barrett & Company's portfolio in Q2 2026, its #326 holding.
  • Barrett & Company first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Barrett & Company's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $46K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.