Focus Partners Wealth
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Focus Partners Wealth’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Focus Partners Wealth’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 		$1.91M Buy
75,005
+10,200
+16% +$262K ﹤0.01% 1332
2025
Q4 		$1.66M Buy
64,805
+1,962
+3% +$50.1K ﹤0.01% 1410
2025
Q3 		$1.61M Hold
62,843
– – ﹤0.01% 1098
2025
Q2 		$1.6M Buy
62,843
+1,986
+3% +$50K ﹤0.01% 970
2025
Q1 		$1.54M Buy
60,857
+1,922
+3% +$48.6K ﹤0.01% 921
2024
Q4 		$1.48M Buy
58,935
+3,836
+7% +$97.3K ﹤0.01% 936
2024
Q3 		$1.41M Hold
55,099
– – ﹤0.01% 858
2024
Q2 		$1.38M Buy
55,099
+15,979
+41% +$400K ﹤0.01% 723
2024
Q1 		$989K Buy
39,120
+731
+2% +$18.6K 0.01% 601
2023
Q4 		$982K Buy
+38,389
New +$954K 0.01% 454

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return