Cove Private Wealth
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Cove Private Wealth’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Cove Private Wealth’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
Q3 		$654K Buy
26,000
+4,000
+18% +$102K 0.11% 132
2026
Q2 		$563K Buy
+22,000
New +$561K 0.11% 136

Other funds holding IBMQ

Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Cove Private Wealth's IBMQ Position: Q3 2026 in Review

Cove Private Wealth increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 18% in Q3 2026, buying an estimated $102K and bringing the position to 26,000 shares worth $654K. The position accounts for 0.11% of the portfolio, ranked #132.

Cove Private Wealth first reported a position in IBMQ in Q2 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

  • Cove Private Wealth held 26,000 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $654K as of Q3 2026.
  • Cove Private Wealth bought 4,000 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $102K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.11% of Cove Private Wealth's portfolio in Q3 2026, its #132 holding.
  • Cove Private Wealth first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.