Commonwealth Equity Services
IBMQ icon

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
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 		$983 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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return