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

Financial Engines 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 		$1.09M Sell
42,792
-46
-0.1% -$1.17K ﹤0.01% 307
2026
Q1 		$1.09M Sell
42,838
-1,359
-3% -$34.9K ﹤0.01% 292
2025
Q4 		$1.13M Buy
44,197
+30,230
+216% +$772K ﹤0.01% 297
2025
Q3 		$358K Buy
+13,967
New +$357K ﹤0.01% 444

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

Financial Engines Advisors's IBMQ Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.11% in Q2 2026, selling an estimated $1.17K and leaving 42,792 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Financial Engines Advisors first reported a position in IBMQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q4 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Financial Engines Advisors held 42,792 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.09M as of Q2 2026.
  • Financial Engines Advisors sold 46 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $1.17K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #307 holding.
  • Financial Engines Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Financial Engines Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.13M 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 Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.