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Carnegie Investment Counsel’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Carnegie Investment Counsel’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 		$514K Buy
+20,100
New +$513K 0.01% 391

Other funds holding IBMQ

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Carnegie Investment Counsel's IBMQ Position: Q2 2026 in Review

Carnegie Investment Counsel opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2026: 20,100 shares worth $514K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings.

132 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Carnegie Investment Counsel held 20,100 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $514K as of Q2 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new Carnegie Investment Counsel position in Q2 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #391 holding.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.