Diversify Wealth Management
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Diversify Wealth Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Diversify Wealth Management’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 		$202K Buy
+8,000
New +$204K ﹤0.01% 1227

Other funds holding IBMQ

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
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 20.3% 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
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sonata Capital Group
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Diversify Wealth Management's IBMQ Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2026: 8,000 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1227 among its holdings.

65 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

  • Diversify Wealth Management held 8,000 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $202K as of Q3 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new Diversify Wealth Management position in Q3 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1227 holding.
  • 65 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.