Jim Saulnier & Associates’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Jim Saulnier & Associates’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	$443K	Buy	17,321 +3,458	+25%	+$88.2K	0.18%	90
2026 Q1	$354K	Buy	13,863 +57	+0.4%	+$1.46K	0.17%	97
2025 Q4	$353K	Buy	13,806 +111	+0.8%	+$2.83K	0.18%	100
2025 Q3	$351K	Buy	13,695 +83	+0.6%	+$2.12K	0.2%	95
2025 Q2	$346K	Buy	13,612 +83	+0.6%	+$2.09K	0.24%	79
2025 Q1	$342K	Buy	+13,529	New	+$342K	0.27%	73

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Jim Saulnier & Associates's IBMQ Position: Q2 2026 in Review

Jim Saulnier & Associates increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 25% in Q2 2026, buying an estimated $88.2K and bringing the position to 17,321 shares worth $443K. The position accounts for 0.18% of the portfolio, ranked #90.

Jim Saulnier & Associates first reported a position in IBMQ in Q1 2025 and has held it in 6 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Jim Saulnier & Associates held 17,321 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $443K as of Q2 2026.
Jim Saulnier & Associates bought 3,458 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $88.2K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.18% of Jim Saulnier & Associates's portfolio in Q2 2026, its #90 holding.
Jim Saulnier & Associates first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.