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 Q3	$344K	Buy	+13,670	New	+$348K	0.08%	270
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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

First Affirmative Financial Network's IBMQ Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2026: 13,670 shares worth $344K. The stake represents 0.08% of the portfolio and ranks #270 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in IBMQ as recently as Q1 2026.

First Affirmative Financial Network first reported a position in IBMQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $411K in Q1 2026. 66 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

First Affirmative Financial Network held 13,670 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $344K as of Q3 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF was a new First Affirmative Financial Network position in Q3 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.08% of First Affirmative Financial Network's portfolio in Q3 2026, its #270 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 4 quarters since.
First Affirmative Financial Network's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $411K in Q1 2026.
66 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.