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Crumly & Associates’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Crumly & Associates’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
2025
Q2 		– Sell
-26,246
Closed -$664K – 168
2025
Q1 		$664K Sell
26,246
-28,415
-52% -$718K 0.18% 75
2024
Q4 		$1.38M Sell
54,661
-2,390
-4% -$60.6K 0.37% 53
2024
Q3 		$1.46M Sell
57,051
-21,440
-27% -$544K 0.4% 50
2024
Q2 		$1.96M Sell
78,491
-161,700
-67% -$4.05M 0.57% 37
2024
Q1 		$6.07M Sell
240,191
-66,949
-22% -$1.7M 1.6% 22
2023
Q4 		$7.86M Buy
+307,140
New +$7.63M 2.29% 14

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return