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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

HCM

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Crumly & Associates's IBMQ Position: Q2 2025 in Review

Crumly & Associates sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2025, closing a stake of 26,246 shares — an estimated $664K sold.

Crumly & Associates first reported a position in IBMQ in Q4 2023 and held it in 6 quarters. The position peaked at $7.86M in Q4 2023. 155 funds tracked by Wall St. Rank hold IBMQ as of Q2 2025.

Crumly & Associates reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Crumly & Associates sold 26,246 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2025, an estimated $664K.
Crumly & Associates first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and held it in 6 quarters.
Crumly & Associates's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $7.86M in Q4 2023.
155 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2025.

Based on Crumly & Associates's 13F filing for Q2 2025, filed 2 Jul 2025.