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

IFP 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 		$813K Buy
31,772
+5,389
+20% +$138K 0.01% 828
2026
Q1 		$674K Buy
26,383
+37
+0.1% +$949 0.01% 847
2025
Q4 		$674K Buy
26,346
+1,277
+5% +$32.6K 0.02% 816
2025
Q3 		$643K Sell
25,069
-5,490
-18% -$140K 0.02% 768
2025
Q2 		$776K Buy
30,559
+3,838
+14% +$96.7K 0.02% 664
2025
Q1 		$676K Sell
26,721
-2,549
-9% -$64.4K 0.02% 671
2024
Q4 		$737K Buy
29,270
+2,155
+8% +$54.6K 0.02% 608
2024
Q3 		$695K Sell
27,115
-1,519
-5% -$38.5K 0.03% 573
2024
Q2 		$716K Buy
28,634
+204
+0.7% +$5.11K 0.03% 537
2024
Q1 		$718K Buy
28,430
+1,932
+7% +$49.1K 0.03% 501
2023
Q4 		$678K Buy
+26,498
New +$659K 0.03% 484
2023
Q3 		– Sell
-7,916
Closed -$199K – 3424
2023
Q2 		$199K Sell
7,916
-17,590
-69% -$445K 0.01% 1024
2023
Q1 		$639K Sell
25,506
-7,723
-23% -$196K 0.03% 515
2022
Q4 		$832K Buy
33,229
+20,217
+155% +$499K 0.02% 684
2022
Q3 		$327K Buy
+13,012
New +$327K 0.01% 1147

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

IFP Advisors's IBMQ Position: Q2 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 20% in Q2 2026, buying an estimated $138K and bringing the position to 31,772 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #828.

IFP Advisors first reported a position in IBMQ in Q3 2022 and has held it in 15 quarters since. The position peaked at $832K in Q4 2022. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • IFP Advisors held 31,772 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $813K as of Q2 2026.
  • IFP Advisors bought 5,389 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $138K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #828 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • IFP Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $832K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.