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Brinker Capital Investments’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Brinker Capital Investments’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
2025
Q4 		– Sell
-48,854
Closed -$1.25M – 2147
2025
Q3 		$1.25M Buy
48,854
+21,854
+81% +$559K 0.01% 1102
2025
Q2 		$686K Buy
27,000
+5,893
+28% +$148K 0.01% 1381
2025
Q1 		$534K Buy
+21,107
New +$533K 0.01% 1394

Other funds holding IBMQ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Brinker Capital Investments's IBMQ Position: Q4 2025 in Review

Brinker Capital Investments sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q4 2025, closing a stake of 48,854 shares — an estimated $1.25M sold.

Brinker Capital Investments first reported a position in IBMQ in Q1 2025 and held it in 3 quarters. The position peaked at $1.25M in Q3 2025. 177 funds tracked by Wall St. Rank hold IBMQ as of Q4 2025.

  • Brinker Capital Investments reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 48,854 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q4 2025, an estimated $1.25M.
  • Brinker Capital Investments first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2025 and held it in 3 quarters.
  • Brinker Capital Investments's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.25M in Q3 2025.
  • 177 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q4 2025.

Based on Brinker Capital Investments's 13F filing for Q4 2025, filed 12 Feb 2026.