IRP
IBMQ icon

Investment Research Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Investment Research 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
Q2 		$362K Sell
14,156
-30,809
-69% -$786K 0.12% 186
2026
Q1 		$1.15M Buy
+44,965
New +$1.15M 0.47% 47

Other funds holding IBMQ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Investment Research Partners's IBMQ Position: Q2 2026 in Review

Investment Research Partners reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 69% in Q2 2026, selling an estimated $786K and leaving 14,156 shares worth $362K. The position accounts for 0.12% of the portfolio, ranked #186.

Investment Research Partners first reported a position in IBMQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.15M in Q1 2026. 160 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Investment Research Partners held 14,156 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $362K as of Q2 2026.
  • Investment Research Partners sold 30,809 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $786K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.12% of Investment Research Partners's portfolio in Q2 2026, its #186 holding.
  • Investment Research Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Investment Research Partners's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.15M in Q1 2026.
  • 160 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.