Brookstone Capital Management
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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
Q3 		$1.55M Buy
61,463
+3,727
+6% +$94.8K 0.02% 566
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

Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Brookstone Capital Management's IBMQ Position: Q3 2026 in Review

Brookstone Capital Management increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 6.5% in Q3 2026, buying an estimated $94.8K and bringing the position to 61,463 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #566.

Brookstone Capital Management first reported a position in IBMQ in Q4 2024 and has held it in 8 quarters since. 140 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

  • Brookstone Capital Management held 61,463 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.55M as of Q3 2026.
  • Brookstone Capital Management bought 3,727 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $94.8K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of Brookstone Capital Management's portfolio in Q3 2026, its #566 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 8 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.