Financial Advisory Corporation’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Financial Advisory Corporation’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	$755K	Buy	29,511 +1,178	+4%	+$30.1K	0.1%	26
2026 Q1	$723K	Buy	28,333 +4,747	+20%	+$122K	0.1%	27
2025 Q4	$603K	Sell	23,586 -2,499	-10%	-$63.8K	0.09%	30
2025 Q3	$669K	Sell	26,085 -1,170	-4%	-$29.9K	0.1%	29
2025 Q2	$693K	Buy	+27,255	New	+$687K	0.11%	27

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

Financial Advisory Corporation's IBMQ Position: Q2 2026 in Review

Financial Advisory Corporation increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 4.2% in Q2 2026, buying an estimated $30.1K and bringing the position to 29,511 shares worth $755K. The position accounts for 0.1% of the portfolio, ranked #26.

Financial Advisory Corporation first reported a position in IBMQ in Q2 2025 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Financial Advisory Corporation held 29,511 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $755K as of Q2 2026.
Financial Advisory Corporation bought 1,178 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $30.1K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.1% of Financial Advisory Corporation's portfolio in Q2 2026, its #26 holding.
Financial Advisory Corporation first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Financial Advisory Corporation's 13F filing for Q2 2026, filed 9 Jul 2026.