Choreo LLC’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Choreo LLC’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 Q3	$2.43M	Buy	+96,476	New	+$2.45M	0.02%	374

Other funds holding IBMQ

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Choreo LLC's IBMQ Position: Q3 2026 in Review

Choreo LLC opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2026: 96,476 shares worth $2.43M. The stake represents 0.02% of the portfolio and ranks #374 among its holdings.

123 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

Choreo LLC held 96,476 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $2.43M as of Q3 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF was a new Choreo LLC position in Q3 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of Choreo LLC's portfolio in Q3 2026, its #374 holding.
123 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.