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Gould Asset Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Gould Asset 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
Q2 		$577K Buy
22,565
+995
+5% +$25.4K 0.09% 104
2026
Q1 		$551K Buy
21,570
+195
+0.9% +$5K 0.1% 108
2025
Q4 		$547K Buy
+21,375
New +$546K 0.1% 104

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Gould Asset Management's IBMQ Position: Q2 2026 in Review

Gould Asset Management increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 4.6% in Q2 2026, buying an estimated $25.4K and bringing the position to 22,565 shares worth $577K. The position accounts for 0.09% of the portfolio, ranked #104.

Gould Asset Management first reported a position in IBMQ in Q4 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Gould Asset Management held 22,565 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $577K as of Q2 2026.
  • Gould Asset Management bought 995 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $25.4K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.09% of Gould Asset Management's portfolio in Q2 2026, its #104 holding.
  • Gould Asset Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.