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Collier Financial’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Collier Financial’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
2025
Q1 		$10.2K Buy
402
+2
+0.5% +$51 0.01% 105
2024
Q4 		$10.1K Buy
+400
New +$10.1K 0.01% 95

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Collier Financial's IBMQ Position: Q1 2025 in Review

Collier Financial increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.5% in Q1 2025, buying an estimated $51 and bringing the position to 402 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #105.

Collier Financial first reported a position in IBMQ in Q4 2024 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold IBMQ as of Q1 2025.

  • Collier Financial held 402 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $10.2K as of Q1 2025.
  • Collier Financial bought 2 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2025, an estimated $51.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Collier Financial's portfolio in Q1 2025, its #105 holding.
  • Collier Financial first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2025.

Based on Collier Financial's 13F filing for Q1 2025, filed 15 Apr 2025.