Cambridge Investment Research Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Cambridge Investment Research Advisors’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	$737K	Buy	28,799 +2,480	+9%	+$63.3K	﹤0.01%	2588
2026 Q1	$672K	Sell	26,319 -1,879	-7%	-$48.2K	﹤0.01%	2542
2025 Q4	$721K	Sell	28,198 -2,034	-7%	-$51.9K	﹤0.01%	2392
2025 Q3	$775K	Sell	30,232 -33	-0.1%	-$844	﹤0.01%	2262
2025 Q2	$769K	Buy	30,265 +22,208	+276%	+$559K	﹤0.01%	2153
2025 Q1	$204K	Buy	+8,057	New	+$204K	﹤0.01%	3193
2023 Q4	–	Sell	-9,180	Closed	-$224K	–	3244
2023 Q3	$224K	Sell	9,180 -12,467	-58%	-$311K	﹤0.01%	2720
2023 Q2	$545K	Buy	21,647 +1,254	+6%	+$31.7K	﹤0.01%	2066
2023 Q1	$522K	Buy	20,393 +5,038	+33%	+$128K	﹤0.01%	2053
2022 Q4	$385K	Buy	+15,355	New	+$379K	﹤0.01%	2238

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 $103B AUM 28.65% 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

Cambridge Investment Research Advisors's IBMQ Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 9.4% in Q2 2026, buying an estimated $63.3K and bringing the position to 28,799 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Cambridge Investment Research Advisors first reported a position in IBMQ in Q4 2022 and has held it in 10 quarters since. The position peaked at $775K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Cambridge Investment Research Advisors held 28,799 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $737K as of Q2 2026.
Cambridge Investment Research Advisors bought 2,480 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $63.3K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2588 holding.
Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and has held it in 10 quarters since.
Cambridge Investment Research Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $775K 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 Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.