Envestnet Asset Management
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Envestnet Asset Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Envestnet Asset 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
Q2 		$6.83M Buy
266,886
+85,399
+47% +$2.18M ﹤0.01% 2235
2026
Q1 		$4.63M Buy
+181,487
New +$4.66M ﹤0.01% 2365
2025
Q4 		– Sell
-133,015
Closed -$3.41M – 4557
2025
Q3 		$3.41M Sell
133,015
-708,017
-84% -$18.1M ﹤0.01% 2522
2025
Q2 		$21.4M Buy
841,032
+36,693
+5% +$924K 0.01% 1208
2025
Q1 		$20.3M Sell
804,339
-31,848
-4% -$805K 0.01% 1185
2024
Q4 		$21.1M Sell
836,187
-29,024
-3% -$736K 0.01% 1167
2024
Q3 		$22.2M Buy
865,211
+64,909
+8% +$1.65M 0.01% 1108
2024
Q2 		$20M Buy
800,302
+24,634
+3% +$617K 0.01% 1126
2024
Q1 		$19.6M Buy
775,668
+50,008
+7% +$1.27M 0.01% 1126
2023
Q4 		$18.6M Buy
725,660
+129,507
+22% +$3.22M 0.01% 1075
2023
Q3 		$14.6M Buy
596,153
+14,089
+2% +$351K 0.01% 1152
2023
Q2 		$14.6M Buy
+582,064
New +$14.7M 0.01% 1084

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management's IBMQ Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 47% in Q2 2026, buying an estimated $2.18M and bringing the position to 266,886 shares worth $6.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

Envestnet Asset Management first reported a position in IBMQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $22.2M in Q3 2024. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Envestnet Asset Management held 266,886 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $6.83M as of Q2 2026.
  • Envestnet Asset Management bought 85,399 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $2.18M.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2235 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Envestnet Asset Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $22.2M in Q3 2024.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.