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 Q2	$563K	Buy	+22,000	New	+$561K	0.11%	136

Other funds holding IBMQ

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Cove Private Wealth's IBMQ Position: Q2 2026 in Review

Cove Private Wealth opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2026: 22,000 shares worth $563K. The stake represents 0.11% of the portfolio and ranks #136 among its holdings.

97 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Cove Private Wealth held 22,000 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $563K as of Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF was a new Cove Private Wealth position in Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.11% of Cove Private Wealth's portfolio in Q2 2026, its #136 holding.
97 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.