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 Q2	$570K	Buy	22,268 +5,130	+30%	+$131K	0.13%	56
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Los Angeles, California $36.8B AUM 26.6% 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

Droms Strauss Advisors's IBMQ Position: Q2 2026 in Review

Droms Strauss Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 30% in Q2 2026, buying an estimated $131K and bringing the position to 22,268 shares worth $570K. The position accounts for 0.13% of the portfolio, ranked #56.

Droms Strauss Advisors first reported a position in IBMQ in Q4 2023 and has held it in 8 quarters since. The position peaked at $947K in Q4 2023. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Droms Strauss Advisors held 22,268 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $570K as of Q2 2026.
Droms Strauss Advisors bought 5,130 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $131K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.13% of Droms Strauss Advisors's portfolio in Q2 2026, its #56 holding.
Droms Strauss Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 8 quarters since.
Droms Strauss Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $947K in Q4 2023.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.