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Jacobi Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Jacobi Capital Management’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 		$945K Buy
+36,927
New +$942K 0.05% 333

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Jacobi Capital Management's IBMQ Position: Q2 2026 in Review

Jacobi Capital Management opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2026: 36,927 shares worth $945K. The stake represents 0.05% of the portfolio and ranks #333 among its holdings.

97 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Jacobi Capital Management held 36,927 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $945K as of Q2 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new Jacobi Capital Management position in Q2 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.05% of Jacobi Capital Management's portfolio in Q2 2026, its #333 holding.
  • 97 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.