Clearstead Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Clearstead 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	$25.9M	Buy	1,011,284 +25,353	+3%	+$647K	0.24%	88
2026 Q1	$25.2M	Buy	985,931 +23,925	+2%	+$614K	0.23%	85
2025 Q4	$24.6M	Buy	962,006 +48,978	+5%	+$1.25M	0.31%	62
2025 Q3	$23.4M	Buy	913,028 +21,309	+2%	+$545K	0.31%	66
2025 Q2	$22.7M	Buy	891,719 +29,261	+3%	+$737K	0.32%	66
2025 Q1	$21.8M	Sell	862,458 -15,807	-2%	-$399K	0.34%	64
2024 Q4	$22.1M	Buy	878,265 +59,894	+7%	+$1.52M	0.34%	64
2024 Q3	$21M	Buy	818,371 +18,800	+2%	+$477K	0.33%	64
2024 Q2	$20M	Buy	+799,571	New	+$20M	0.34%	60

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

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Clearstead Advisors's IBMQ Position: Q2 2026 in Review

Clearstead Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 2.6% in Q2 2026, buying an estimated $647K and bringing the position to 1,011,284 shares worth $25.9M. The position accounts for 0.24% of the portfolio, ranked #88.

Clearstead Advisors first reported a position in IBMQ in Q2 2024 and has held it in 9 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Clearstead Advisors held 1,011,284 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $25.9M as of Q2 2026.
Clearstead Advisors bought 25,353 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $647K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.24% of Clearstead Advisors's portfolio in Q2 2026, its #88 holding.
Clearstead Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.