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Harbour Investments’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Harbour Investments’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 		$26.2K Sell
1,026
-287
-22% -$7.32K ﹤0.01% 2795
2026
Q1 		$33.5K Buy
1,313
+4
+0.3% +$103 ﹤0.01% 2567
2025
Q4 		$33.5K Buy
1,309
+8
+0.6% +$204 ﹤0.01% 2155
2025
Q3 		$33.4K Buy
1,301
+1,007
+343% +$25.8K ﹤0.01% 2086
2025
Q2 		$7.47K Hold
294
– – ﹤0.01% 2697
2025
Q1 		$7.43K Sell
294
-1,858
-86% -$46.9K ﹤0.01% 2654
2024
Q4 		$54.2K Buy
2,152
+14
+0.7% +$355 ﹤0.01% 1666
2024
Q3 		$54.8K Buy
2,138
+11
+0.5% +$279 ﹤0.01% 1613
2024
Q2 		$53.2K Buy
2,127
+11
+0.5% +$275 ﹤0.01% 1525
2024
Q1 		$53.5K Sell
2,116
-29
-1% -$737 ﹤0.01% 1494
2023
Q4 		$54.9K Sell
2,145
-788
-27% -$19.6K ﹤0.01% 1421
2023
Q3 		$71.6K Buy
2,933
+9
+0.3% +$225 ﹤0.01% 1178
2023
Q2 		$73.6K Buy
2,924
+8
+0.3% +$202 ﹤0.01% 1184
2023
Q1 		$74.6K Buy
2,916
+6
+0.2% +$152 ﹤0.01% 1177
2022
Q4 		$73K Buy
2,910
+1,144
+65% +$28.2K ﹤0.01% 1143
2022
Q3 		$44K Hold
1,766
– – ﹤0.01% 1317
2022
Q2 		$44K Buy
+1,766
New +$44K ﹤0.01% 1317

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 $103B AUM 28.65% 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

Harbour Investments's IBMQ Position: Q2 2026 in Review

Harbour Investments reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 22% in Q2 2026, selling an estimated $7.32K and leaving 1,026 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2795.

Harbour Investments first reported a position in IBMQ in Q2 2022 and has held it in 17 quarters since. The position peaked at $74.6K in Q1 2023. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Harbour Investments held 1,026 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $26.2K as of Q2 2026.
  • Harbour Investments sold 287 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $7.32K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2795 holding.
  • Harbour Investments first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Harbour Investments's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $74.6K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.