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First Affirmative Financial Network’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

First Affirmative Financial Network’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
Q1 		$411K Buy
+16,103
New +$413K 0.16% 161
2025
Q3 		$336K Buy
13,086
+5
+0% +$128 0.16% 165
2025
Q2 		$332K Buy
+13,081
New +$329K 0.17% 157

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
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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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

First Affirmative Financial Network's IBMQ Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q1 2026: 16,103 shares worth $411K. The stake represents 0.16% of the portfolio and ranks #161 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in IBMQ as recently as Q3 2025.

First Affirmative Financial Network first reported a position in IBMQ in Q2 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

  • First Affirmative Financial Network held 16,103 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $411K as of Q1 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new First Affirmative Financial Network position in Q1 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.16% of First Affirmative Financial Network's portfolio in Q1 2026, its #161 holding.
  • First Affirmative Financial Network first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.