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Great Diamond Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Great Diamond Partners’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
Q3 		$597K Buy
+23,749
New +$604K 0.1% 155

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Great Diamond Partners's IBMQ Position: Q3 2026 in Review

Great Diamond Partners opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2026: 23,749 shares worth $597K. The stake represents 0.1% of the portfolio and ranks #155 among its holdings.

18 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

  • Great Diamond Partners held 23,749 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $597K as of Q3 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new Great Diamond Partners position in Q3 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.1% of Great Diamond Partners's portfolio in Q3 2026, its #155 holding.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.