Brookstone Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Brookstone Capital Management’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	$1.48M	Buy	57,736 +19,705	+52%	+$503K	0.01%	586
2026 Q1	$971K	Buy	38,031 +5,179	+16%	+$133K	0.01%	651
2025 Q4	$840K	Buy	32,852 +8,998	+38%	+$230K	0.01%	674
2025 Q3	$612K	Buy	23,854 +12,562	+111%	+$321K	0.01%	757
2025 Q2	$287K	Buy	11,292 +2,032	+22%	+$51.2K	﹤0.01%	912
2025 Q1	$234K	Buy	9,260 +897	+11%	+$22.7K	﹤0.01%	937
2024 Q4	$211K	Buy	+8,363	New	+$212K	﹤0.01%	938

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 $104B AUM 28.3% 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

Brookstone Capital Management's IBMQ Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 52% in Q2 2026, buying an estimated $503K and bringing the position to 57,736 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #586.

Brookstone Capital Management first reported a position in IBMQ in Q4 2024 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Brookstone Capital Management held 57,736 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.48M as of Q2 2026.
Brookstone Capital Management bought 19,705 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $503K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #586 holding.
Brookstone Capital Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.