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Droms Strauss Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Droms Strauss 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
Q1 		$438K Buy
17,138
+4,465
+35% +$115K 0.11% 55
2025
Q4 		$324K Sell
12,673
-1,529
-11% -$39K 0.09% 61
2025
Q3 		$364K Sell
14,202
-1,241
-8% -$31.7K 0.11% 55
2025
Q2 		$392K Buy
15,443
+1,502
+11% +$37.8K 0.12% 53
2025
Q1 		$353K Buy
13,941
+2,789
+25% +$70.5K 0.12% 50
2024
Q4 		$281K Buy
+11,152
New +$283K 0.09% 56
2024
Q1 		– Sell
-37,026
Closed -$947K – 67
2023
Q4 		$947K Buy
+37,026
New +$920K 0.37% 40

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 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