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

BlackRock’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 		$3.83K Hold
150
– – ﹤0.01% 5475
2025
Q4 		$3.84K Hold
150
– – ﹤0.01% 5365
2025
Q3 		$3.85K Hold
150
– – ﹤0.01% 5283
2025
Q2 		$3.81K Buy
150
+1
+0.7% +$25 ﹤0.01% 5281
2025
Q1 		$3.77K Hold
149
– – ﹤0.01% 5263
2024
Q4 		$3.75K Buy
149
+2
+1% +$51 ﹤0.01% 5244
2024
Q3 		$3.77K Hold
147
– – ﹤0.01% 5058
2024
Q2 		$3.68K Buy
147
+3
+2% +$75 ﹤0.01% 5150
2024
Q1 		$3.64K Hold
144
– – ﹤0.01% 5154
2023
Q4 		$3.69K Buy
144
+84
+140% +$2.09K ﹤0.01% 5210
2023
Q3 		$1.47K Hold
60
– – ﹤0.01% 5311
2023
Q2 		$1.51K Buy
60
+2
+3% +$51 ﹤0.01% 5384
2023
Q1 		$1.49K Hold
58
– – ﹤0.01% 5450
2022
Q4 		$1.46K Hold
58
– – ﹤0.01% 5617
2022
Q3 		$1K Hold
58
– – ﹤0.01% 5740
2022
Q2 		$1K Hold
58
– – ﹤0.01% 5793
2022
Q1 		$1K Hold
58
– – ﹤0.01% 5780
2021
Q4 		$2K Buy
+58
New +$1.58K ﹤0.01% 5706

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B 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 $25.5B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return