Client 1st Advisory Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Client 1st Advisory Group’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	–	Sell	-19,920	Closed	-$509K	–	148
2026 Q1	$509K	Hold	19,920	–	–	0.15%	73
2025 Q4	$509K	Hold	19,920	–	–	0.16%	72
2025 Q3	$511K	Hold	19,920	–	–	0.17%	70
2025 Q2	$506K	Hold	19,920	–	–	0.18%	66
2025 Q1	$504K	Hold	19,920	–	–	0.2%	64
2024 Q4	$502K	Hold	19,920	–	–	0.19%	66
2024 Q3	$511K	Hold	19,920	–	–	0.2%	60
2024 Q2	$498K	Hold	19,920	–	–	0.21%	58
2024 Q1	$503K	Hold	19,920	–	–	0.23%	56
2023 Q4	$510K	Sell	19,920 -1,992	-9%	-$49.5K	0.25%	51
2023 Q3	$535K	Hold	21,912	–	–	0.28%	49
2023 Q2	$551K	Hold	21,912	–	–	0.29%	48
2023 Q1	$561K	Hold	21,912	–	–	0.3%	45
2022 Q4	$550K	Buy	+21,912	New	+$541K	0.32%	43

Other funds holding IBMQ

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BSAM

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Client 1st Advisory Group's IBMQ Position: Q2 2026 in Review

Client 1st Advisory Group sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2026, closing a stake of 19,920 shares — an estimated $509K sold.

Client 1st Advisory Group first reported a position in IBMQ in Q4 2022 and held it in 14 quarters. The position peaked at $561K in Q1 2023. 40 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Client 1st Advisory Group reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Client 1st Advisory Group sold 19,920 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $509K.
Client 1st Advisory Group first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and held it in 14 quarters.
Client 1st Advisory Group's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $561K in Q1 2023.
40 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.