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

James Investment Research’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
Q1 		$352K Hold
13,800
– – 0.04% 282
2025
Q4 		$353K Hold
13,800
– – 0.04% 282
2025
Q3 		$354K Hold
13,800
– – 0.04% 279
2025
Q2 		$351K Sell
13,800
-1,000
-7% -$25.2K 0.04% 255
2025
Q1 		$374K Hold
14,800
– – 0.05% 235
2024
Q4 		$373K Buy
14,800
+3,800
+35% +$96.3K 0.04% 248
2024
Q3 		$282K Hold
11,000
– – 0.03% 280
2024
Q2 		$275K Hold
11,000
– – 0.03% 269
2024
Q1 		$278K Buy
11,000
+1,000
+10% +$25.4K 0.03% 268
2023
Q4 		$256K Buy
+10,000
New +$249K 0.03% 265

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return