BFC Planning, Inc.’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

BFC Planning, Inc.’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	$36.5K	Hold	1,450	–	–	﹤0.01%	1717
2026 Q2	$37.1K	Hold	1,450	–	–	﹤0.01%	1704
2026 Q1	$37K	Hold	1,450	–	–	﹤0.01%	1465
2025 Q4	$37.1K	Hold	1,450	–	–	﹤0.01%	1487
2025 Q3	$37.2K	Hold	1,450	–	–	﹤0.01%	1302
2025 Q2	$36.8K	Hold	1,450	–	–	﹤0.01%	1239
2025 Q1	$36.7K	Hold	1,450	–	–	﹤0.01%	1229
2024 Q4	$36.5K	Hold	1,450	–	–	﹤0.01%	1233
2024 Q3	$37.2K	Buy	+1,450	New	+$36.8K	﹤0.01%	1203

Other funds holding IBMQ

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CIA

Covington Investment Advisors Ligonier, Pennsylvania $799M AUM 27.46% 1-Year Est. Return

BFC Planning, Inc.'s IBMQ Position: Q3 2026 in Review

BFC Planning, Inc. held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q3 2026 at 1,450 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

BFC Planning, Inc. first reported a position in IBMQ in Q3 2024 and has held it in 9 quarters since. The position peaked at $37.2K in Q3 2025. 188 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

BFC Planning, Inc. held 1,450 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $36.5K as of Q3 2026.
BFC Planning, Inc. left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1717 holding.
BFC Planning, Inc. first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $37.2K in Q3 2025.
188 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.