Fidelity Investments
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Fidelity Investments’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Fidelity Investments’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 		$163K Buy
6,378
+5,065
+386% +$129K ﹤0.01% 3758
2026
Q1 		$33.5K Sell
1,313
-651
-33% -$16.7K ﹤0.01% 4297
2025
Q4 		$50.2K Sell
1,964
-841
-30% -$21.5K ﹤0.01% 4112
2025
Q3 		$71.9K Buy
2,805
+762
+37% +$19.5K ﹤0.01% 3802
2025
Q2 		$51.9K Sell
2,043
-6,145
-75% -$155K ﹤0.01% 3881
2025
Q1 		$207K Buy
+8,188
New +$207K ﹤0.01% 3231
2024
Q4 		– Sell
-1
Closed -$26 – 5679
2024
Q3 		$26 Buy
+1
New +$25 ﹤0.01% 5301

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 $104B AUM 28.3% 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

Fidelity Investments's IBMQ Position: Q2 2026 in Review

Fidelity Investments increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 386% in Q2 2026, buying an estimated $129K and bringing the position to 6,378 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #3758.

Fidelity Investments first reported a position in IBMQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $207K in Q1 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Fidelity Investments held 6,378 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $163K as of Q2 2026.
  • Fidelity Investments bought 5,065 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $129K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3758 holding.
  • Fidelity Investments first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Fidelity Investments's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $207K in Q1 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.