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Glenview Trust’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Glenview Trust’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 		$981K Buy
38,429
+3,016
+9% +$77.4K 0.02% 290
2025
Q4 		$906K Sell
35,413
-987
-3% -$25.2K 0.01% 299
2025
Q3 		$933K Hold
36,400
– – 0.01% 300
2025
Q2 		$925K Hold
36,400
– – 0.02% 294
2025
Q1 		$921K Hold
36,400
– – 0.02% 276
2024
Q4 		$917K Hold
36,400
– – 0.02% 282
2024
Q3 		$933K Hold
36,400
– – 0.02% 276
2024
Q2 		$911K Buy
36,400
+3,885
+12% +$97.3K 0.02% 264
2024
Q1 		$822K Buy
32,515
+13,954
+75% +$355K 0.02% 277
2023
Q4 		$475K Buy
+18,561
New +$461K 0.01% 347

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