Goldman Sachs
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Goldman Sachs’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Goldman Sachs’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
-8,358
Closed -$214K – 6713
2025
Q4 		$214K Sell
8,358
-98
-1% -$2.5K ﹤0.01% 6016
2025
Q3 		$217K Hold
8,456
– – ﹤0.01% 5911
2025
Q2 		$215K Sell
8,456
-3,003
-26% -$75.6K ﹤0.01% 5629
2025
Q1 		$290K Sell
11,459
-377
-3% -$9.52K ﹤0.01% 5474
2024
Q4 		$298K Buy
11,836
+691
+6% +$17.5K ﹤0.01% 5498
2024
Q3 		$286K Sell
11,145
-4,524
-29% -$115K ﹤0.01% 5319
2024
Q2 		$392K Sell
15,669
-152
-1% -$3.81K ﹤0.01% 4962
2024
Q1 		$400K Sell
15,821
-183,123
-92% -$4.66M ﹤0.01% 4852
2023
Q4 		$5.09M Buy
+198,944
New +$4.94M ﹤0.01% 3144

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