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 Q2	$1.05M	Buy	40,929 +2,500	+7%	+$63.8K	0.01%	289
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 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

Glenview Trust's IBMQ Position: Q2 2026 in Review

Glenview Trust increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 6.5% in Q2 2026, buying an estimated $63.8K and bringing the position to 40,929 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #289.

Glenview Trust first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Glenview Trust held 40,929 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.05M as of Q2 2026.
Glenview Trust bought 2,500 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $63.8K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Glenview Trust's portfolio in Q2 2026, its #289 holding.
Glenview Trust first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.