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Exchange Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Exchange Capital 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
2025
Q2 		$368K Sell
14,484
-1,035
-7% -$26.1K 0.05% 177
2025
Q1 		$392K Sell
15,519
-1,065
-6% -$26.9K 0.06% 170
2024
Q4 		$418K Sell
16,584
-155
-0.9% -$3.93K 0.07% 169
2024
Q3 		$429K Buy
16,739
+3,610
+27% +$91.5K 0.07% 158
2024
Q2 		$328K Buy
+13,129
New +$329K 0.05% 170

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
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

Exchange Capital Management's IBMQ Position: Q2 2025 in Review

Exchange Capital Management reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 6.7% in Q2 2025, selling an estimated $26.1K and leaving 14,484 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #177.

Exchange Capital Management first reported a position in IBMQ in Q2 2024 and has held it in 5 quarters since. The position peaked at $429K in Q3 2024. 155 funds tracked by Wall St. Rank hold IBMQ as of Q2 2025.

  • Exchange Capital Management held 14,484 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $368K as of Q2 2025.
  • Exchange Capital Management sold 1,035 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2025, an estimated $26.1K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.05% of Exchange Capital Management's portfolio in Q2 2025, its #177 holding.
  • Exchange Capital Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Exchange Capital Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $429K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.