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

Klingman & 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 Q1	$321K	Sell	12,592 -101	-0.8%	-$2.59K	0.02%	252
2025 Q4	$325K	Sell	12,693 -3,711	-23%	-$94.8K	0.02%	242
2025 Q3	$421K	Sell	16,404 -1,684	-9%	-$43.1K	0.02%	211
2025 Q2	$460K	Sell	18,088 -2,344	-11%	-$59K	0.03%	182
2025 Q1	$517K	Sell	20,432 -1,837	-8%	-$46.4K	0.03%	154
2024 Q4	$561K	Sell	22,269 -1,993	-8%	-$50.5K	0.03%	141
2024 Q3	$622K	Sell	24,262 -4,047	-14%	-$103K	0.04%	140
2024 Q2	$708K	Sell	28,309 -31,362	-53%	-$785K	0.05%	118
2024 Q1	$1.51M	Sell	59,671 -5,895	-9%	-$150K	0.1%	77
2023 Q4	$1.68M	Buy	65,566 +8,048	+14%	+$200K	0.12%	71
2023 Q3	$1.4M	Buy	57,518 +12,356	+27%	+$308K	0.11%	74
2023 Q2	$1.14M	Buy	45,162 +11,624	+35%	+$294K	0.09%	81
2023 Q1	$859K	Buy	33,538 +7,528	+29%	+$191K	0.07%	87
2022 Q4	$653K	Buy	+26,010	New	+$642K	0.06%	100

Other funds holding IBMQ

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

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

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

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

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Klingman & Associates's IBMQ Position: Q1 2026 in Review

Klingman & Associates reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.8% in Q1 2026, selling an estimated $2.59K and leaving 12,592 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #252.

Klingman & Associates first reported a position in IBMQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.68M in Q4 2023. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

Klingman & Associates held 12,592 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $321K as of Q1 2026.
Klingman & Associates sold 101 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $2.59K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #252 holding.
Klingman & Associates first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Klingman & Associates's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.68M in Q4 2023.
186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.