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Cary Street Partners Investment Advisory’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Cary Street Partners Investment Advisory’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
2024
Q4 		– Sell
-7,956
Closed -$204K – 607
2024
Q3 		$204K Buy
+7,956
New +$202K 0.01% 730

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cary Street Partners Investment Advisory's IBMQ Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q4 2024, closing a stake of 7,956 shares — an estimated $204K sold.

Cary Street Partners Investment Advisory first reported a position in IBMQ in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 132 funds tracked by Wall St. Rank hold IBMQ as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 7,956 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q4 2024, an estimated $204K.
  • Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $204K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.