Commonwealth Equity Services
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Commonwealth Equity Services’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Commonwealth Equity Services’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 		$2.24M Buy
87,590
+3,281
+4% +$83.7K ﹤0.01% 2008
2026
Q1 		$2.15M Sell
84,309
-20,471
-20% -$525K ﹤0.01% 1946
2025
Q4 		$2.68M Buy
104,780
+36,149
+53% +$923K ﹤0.01% 1761
2025
Q3 		$1.76M Buy
68,631
+5,995
+10% +$153K ﹤0.01% 2102
2025
Q2 		$1.59M Buy
62,636
+1,977
+3% +$49.8K ﹤0.01% 2174
2025
Q1 		$1.53M Buy
60,659
+30,536
+101% +$771K ﹤0.01% 2119
2024
Q4 		$759K Buy
30,123
+5,872
+24% +$149K ﹤0.01% 2619
2024
Q3 		$622K Sell
24,251
-17,277
-42% -$438K ﹤0.01% 2726
2024
Q2 		$1.04M Buy
41,528
+1,210
+3% +$30.3K ﹤0.01% 2254
2024
Q1 		$1.02M Buy
40,318
+1,743
+5% +$44.3K ﹤0.01% 2234
2023
Q4 		$987K Buy
38,575
+2,230
+6% +$55.4K ﹤0.01% 2189
2023
Q3 		$887K Sell
36,345
-3,715
-9% -$92.7K ﹤0.01% 2170
2023
Q2 		$1.01M Buy
40,060
+1,637
+4% +$41.4K ﹤0.01% 2090
2023
Q1 		$983K Buy
38,423
+22,684
+144% +$576K ﹤0.01% 2058
2022
Q4 		$394K Sell
15,739
-2,893
-16% -$71.4K ﹤0.01% 2661
2022
Q3 		$450K Buy
+18,632
New +$468K ﹤0.01% 2497

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Commonwealth Equity Services's IBMQ Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 3.9% in Q2 2026, buying an estimated $83.7K and bringing the position to 87,590 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Commonwealth Equity Services first reported a position in IBMQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.68M in Q4 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Commonwealth Equity Services held 87,590 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $2.24M as of Q2 2026.
  • Commonwealth Equity Services bought 3,281 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $83.7K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2008 holding.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Commonwealth Equity Services's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $2.68M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.