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Freestone Capital Holdings’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Freestone Capital Holdings’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 		– Sell
-11,495
Closed -$294K – 599
2025
Q4 		$294K Hold
11,495
– – 0.01% 431
2025
Q3 		$295K Buy
+11,495
New +$294K 0.01% 431

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 $10.9B 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 $32.7B AUM 19.2% 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 $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Freestone Capital Holdings's IBMQ Position: Q1 2026 in Review

Freestone Capital Holdings sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q1 2026, closing a stake of 11,495 shares — an estimated $294K sold.

Freestone Capital Holdings first reported a position in IBMQ in Q3 2025 and held it in 2 quarters. The position peaked at $295K in Q3 2025. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

  • Freestone Capital Holdings reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Freestone Capital Holdings sold 11,495 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $294K.
  • Freestone Capital Holdings first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2025 and held it in 2 quarters.
  • Freestone Capital Holdings's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $295K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.