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

FF 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	$611K	Sell	23,867 -1,968	-8%	-$50.2K	0.23%	68
2026 Q1	$660K	Sell	25,835 -2,841	-10%	-$72.9K	0.27%	67
2025 Q4	$733K	Buy	28,676 +7,801	+37%	+$199K	0.33%	58
2025 Q3	$535K	Sell	20,875 -434	-2%	-$11.1K	0.26%	61
2025 Q2	$541K	Buy	21,309 +752	+4%	+$18.9K	0.28%	61
2025 Q1	$517K	Buy	20,557 +4,223	+26%	+$107K	0.3%	61
2024 Q4	$413K	Buy	16,334 +1,937	+13%	+$49.1K	0.28%	64
2024 Q3	$366K	Buy	14,397 +3,261	+29%	+$82.7K	0.24%	68
2024 Q2	$279K	Sell	11,136 -10,469	-48%	-$262K	0.2%	73
2024 Q1	$546K	Buy	21,605 +10,621	+97%	+$270K	0.38%	58
2023 Q4	$281K	Buy	+10,984	New	+$273K	0.23%	71

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

FF Advisors's IBMQ Position: Q2 2026 in Review

FF Advisors reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 7.6% in Q2 2026, selling an estimated $50.2K and leaving 23,867 shares worth $611K. The position accounts for 0.23% of the portfolio, ranked #68.

FF Advisors first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $733K in Q4 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

FF Advisors held 23,867 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $611K as of Q2 2026.
FF Advisors sold 1,968 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $50.2K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.23% of FF Advisors's portfolio in Q2 2026, its #68 holding.
FF Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
FF Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $733K in Q4 2025.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on FF Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.