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 Q2	$1.61M	Sell	63,025 -11,980	-16%	-$306K	﹤0.01%	1427
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 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

Focus Partners Wealth's IBMQ Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 16% in Q2 2026, selling an estimated $306K and leaving 63,025 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Focus Partners Wealth first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Focus Partners Wealth held 63,025 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.61M as of Q2 2026.
Focus Partners Wealth sold 11,980 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $306K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1427 holding.
Focus Partners Wealth first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.91M in Q1 2026.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.