Kades & Cheifetz’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Kades & Cheifetz’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
2024 Q4	$346K	Buy	+13,743	New	+$348K	0.18%	82

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kades & Cheifetz's IBMQ Position: Q4 2024 in Review

Kades & Cheifetz opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q4 2024: 13,743 shares worth $346K. The stake represents 0.18% of the portfolio and ranks #82 among its holdings.

132 funds tracked by Wall St. Rank hold IBMQ as of Q4 2024.

Kades & Cheifetz held 13,743 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $346K as of Q4 2024.
iShares iBonds Dec 2028 Term Muni Bond ETF was a new Kades & Cheifetz position in Q4 2024.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.18% of Kades & Cheifetz's portfolio in Q4 2024, its #82 holding.
132 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.