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Heartwood Wealth Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Heartwood Wealth Advisors’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 		$15.8M Buy
617,758
+66,869
+12% +$1.71M 1.23% 24
2026
Q1 		$14.1M Buy
550,889
+291,130
+112% +$7.47M 1.23% 24
2025
Q4 		$6.64M Buy
259,759
+853
+0.3% +$21.8K 0.61% 32
2025
Q3 		$6.64M Buy
258,906
+6,023
+2% +$154K 0.62% 31
2025
Q2 		$6.43M Buy
252,883
+138
+0.1% +$3.48K 0.67% 30
2025
Q1 		$6.39M Buy
252,745
+17,657
+8% +$446K 0.73% 30
2024
Q4 		$5.92M Buy
235,088
+1,835
+0.8% +$46.5K 0.67% 29
2024
Q3 		$5.98M Buy
233,253
+8,742
+4% +$222K 0.66% 29
2024
Q2 		$5.62M Buy
224,511
+4,295
+2% +$108K 0.67% 29
2024
Q1 		$5.56M Buy
220,216
+15,436
+8% +$392K 0.69% 29
2023
Q4 		$5.24M Sell
204,780
-1,436
-0.7% -$35.7K 0.7% 26
2023
Q3 		$5.03M Buy
206,216
+5,765
+3% +$144K 0.74% 24
2023
Q2 		$5.04M Buy
200,451
+11,436
+6% +$289K 0.72% 25
2023
Q1 		$4.84M Buy
189,015
+15,715
+9% +$399K 0.72% 25
2022
Q4 		$4.35M Buy
+173,300
New +$4.28M 0.68% 28
2022
Q2 		– Sell
-487,122
Closed -$12.4M – 121
2022
Q1 		$12.4M Buy
487,122
+34,208
+8% +$901K 1.85% 18
2021
Q4 		$12.3M Buy
452,914
+5,483
+1% +$149K 1.85% 19
2021
Q3 		$12.2M Buy
447,431
+12,366
+3% +$340K 1.9% 19
2021
Q2 		$11.9M Buy
435,065
+3,690
+0.9% +$101K 1.83% 20
2021
Q1 		$11.7M Buy
431,375
+33,540
+8% +$920K 1.88% 18
2020
Q4 		$11M Sell
397,835
-1,150
-0.3% -$31.5K 1.77% 18
2020
Q3 		$10.9M Sell
398,985
-1,392
-0.3% -$38.1K 2.08% 18
2020
Q2 		$10.8M Buy
400,377
+11,520
+3% +$307K 2.15% 18
2020
Q1 		$10.2M Buy
388,857
+10,679
+3% +$281K 2.45% 18
2019
Q4 		$9.89M Buy
+378,178
New +$9.88M 1.89% 16

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
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
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Heartwood Wealth Advisors's IBMQ Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 12% in Q2 2026, buying an estimated $1.71M and bringing the position to 617,758 shares worth $15.8M. The position accounts for 1.23% of the portfolio, ranked #24.

Heartwood Wealth Advisors first reported a position in IBMQ in Q4 2019 and has held it in 25 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Heartwood Wealth Advisors held 617,758 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $15.8M as of Q2 2026.
  • Heartwood Wealth Advisors bought 66,869 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $1.71M.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 1.23% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Heartwood Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.