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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Klingman & Associates's IBMQ Position: Q2 2026 in Review

Klingman & Associates reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 24% in Q2 2026, selling an estimated $75.8K and leaving 9,620 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #302.

Klingman & Associates first reported a position in IBMQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.68M in Q4 2023. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Klingman & Associates held 9,620 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $246K as of Q2 2026.
  • Klingman & Associates sold 2,972 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $75.8K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #302 holding.
  • Klingman & Associates first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Klingman & Associates's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.68M in Q4 2023.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.