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

Caldwell Trust’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 		$1.02K Hold
40
– – ﹤0.01% 788
2026
Q1 		$1.02K Hold
40
– – ﹤0.01% 770
2025
Q4 		$1.02K Hold
40
– – ﹤0.01% 742
2025
Q3 		$1.03K Hold
40
– – ﹤0.01% 736
2025
Q2 		$1.02K Hold
40
– – ﹤0.01% 732
2025
Q1 		$1.01K Hold
40
– – ﹤0.01% 737
2024
Q4 		$1.01K Hold
40
– – ﹤0.01% 697
2024
Q3 		$1.02K Buy
+40
New +$1.01K ﹤0.01% 688

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

Caldwell Trust's IBMQ Position: Q2 2026 in Review

Caldwell Trust held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 40 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Caldwell Trust first reported a position in IBMQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.03K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Caldwell Trust held 40 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.02K as of Q2 2026.
  • Caldwell Trust 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 Caldwell Trust's portfolio in Q2 2026, its #788 holding.
  • Caldwell Trust first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Caldwell Trust's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.03K 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 Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.