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

Cary Street Partners’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	$232K	Hold	9,086	–	–	0.01%	879
2026 Q1	$232K	Hold	9,086	–	–	0.01%	797
2025 Q4	$232K	Hold	9,086	–	–	0.01%	795
2025 Q3	$233K	Buy	9,086 +1,130	+14%	+$28.9K	0.01%	747
2025 Q2	$202K	Hold	7,956	–	–	0.01%	774
2025 Q1	$201K	Hold	7,956	–	–	0.01%	747
2024 Q4	$200K	Buy	+7,956	New	+$202K	0.01%	724

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

Cary Street Partners's IBMQ Position: Q2 2026 in Review

Cary Street Partners held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 9,086 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #879.

Cary Street Partners first reported a position in IBMQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $233K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Cary Street Partners held 9,086 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $232K as of Q2 2026.
Cary Street Partners 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 Cary Street Partners's portfolio in Q2 2026, its #879 holding.
Cary Street Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $233K 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 Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.