CIA
IBMQ icon

Covington Investment Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Covington Investment Advisors’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 		$10.3M Buy
402,305
+15,675
+4% +$400K 1.33% 25
2026
Q1 		$9.87M Buy
386,630
+15,310
+4% +$393K 1.45% 23
2025
Q4 		$9.5M Buy
371,320
+58,650
+19% +$1.5M 1.3% 24
2025
Q3 		$8.02M Buy
312,670
+4,305
+1% +$110K 1.05% 37
2025
Q2 		$7.84M Buy
308,365
+26,250
+9% +$661K 1.12% 36
2025
Q1 		$7.13M Buy
282,115
+42,190
+18% +$1.07M 1.11% 36
2024
Q4 		$6.04M Buy
+239,925
New +$6.08M 0.91% 42

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

Covington Investment Advisors's IBMQ Position: Q2 2026 in Review

Covington Investment Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 4.1% in Q2 2026, buying an estimated $400K and bringing the position to 402,305 shares worth $10.3M. The position accounts for 1.33% of the portfolio, ranked #25.

Covington Investment Advisors first reported a position in IBMQ in Q4 2024 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Covington Investment Advisors held 402,305 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $10.3M as of Q2 2026.
  • Covington Investment Advisors bought 15,675 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $400K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 1.33% of Covington Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Covington Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Covington Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.