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 Q3	–	Sell	-9,620	Closed	-$246K	–	433
2026 Q2	$246K	Sell	9,620 -2,972	-24%	-$75.8K	0.01%	302
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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Klingman & Associates's IBMQ Position: Q3 2026 in Review

Klingman & Associates sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2026, closing a stake of 9,620 shares — an estimated $246K sold.

Klingman & Associates first reported a position in IBMQ in Q4 2022 and held it in 15 quarters. The position peaked at $1.68M in Q4 2023. 65 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

Klingman & Associates reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Klingman & Associates sold 9,620 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $246K.
Klingman & Associates first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and held it in 15 quarters.
Klingman & Associates's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.68M in Q4 2023.
65 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.