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

Commonwealth Financial 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	$290K	Sell	11,345 -3,395	-23%	-$86.6K	0.04%	216
2026 Q1	$376K	Buy	14,740 +345	+2%	+$8.85K	0.06%	149
2025 Q4	$368K	Buy	14,395 +4,121	+40%	+$105K	0.06%	149
2025 Q3	$263K	Sell	10,274 -93	-0.9%	-$2.38K	0.05%	184
2025 Q2	$263K	Sell	10,367 -259	-2%	-$6.52K	0.05%	170
2025 Q1	$269K	Sell	10,626 -950	-8%	-$24K	0.06%	159
2024 Q4	$291K	Hold	11,576	–	–	0.06%	151
2024 Q3	$296K	Buy	11,576 +1,113	+11%	+$28.2K	0.06%	153
2024 Q2	$262K	Sell	10,463 -2,743	-21%	-$68.7K	0.05%	160
2024 Q1	$338K	Hold	13,206	–	–	0.08%	125
2023 Q4	$338K	Buy	+13,206	New	+$328K	0.08%	124

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

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

Commonwealth Financial Services reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 23% in Q2 2026, selling an estimated $86.6K and leaving 11,345 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #216.

Commonwealth Financial Services first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $376K in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Commonwealth Financial Services held 11,345 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $290K as of Q2 2026.
Commonwealth Financial Services sold 3,395 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $86.6K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.04% of Commonwealth Financial Services's portfolio in Q2 2026, its #216 holding.
Commonwealth Financial Services first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Commonwealth Financial Services's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $376K in Q1 2026.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.