Godshalk Welsh Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Godshalk Welsh Capital Management’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	$1.2M	Buy	47,000 +11,700	+33%	+$300K	0.7%	52
2025 Q4	$903K	Buy	35,300 +6,000	+20%	+$153K	0.52%	64
2025 Q3	$751K	Buy	29,300 +3,550	+14%	+$90.8K	0.43%	72
2025 Q2	$654K	Buy	25,750 +14,500	+129%	+$365K	0.4%	73
2025 Q1	$285K	Buy	+11,250	New	+$284K	0.19%	106

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Godshalk Welsh Capital Management's IBMQ Position: Q1 2026 in Review

Godshalk Welsh Capital Management increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 33% in Q1 2026, buying an estimated $300K and bringing the position to 47,000 shares worth $1.2M. The position accounts for 0.7% of the portfolio, ranked #52.

Godshalk Welsh Capital Management first reported a position in IBMQ in Q1 2025 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

Godshalk Welsh Capital Management held 47,000 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.2M as of Q1 2026.
Godshalk Welsh Capital Management bought 11,700 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $300K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.7% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #52 holding.
Godshalk Welsh Capital Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.