Members Wealth’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Members Wealth’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	$797K	Sell	31,742 -1,643	-5%	-$41.8K	0.4%	46
2026 Q2	$854K	Buy	33,385 +17,915	+116%	+$457K	0.47%	43
2026 Q1	$396K	Buy	15,470 +7,500	+94%	+$192K	0.24%	70
2025 Q4	$205K	Buy	+7,970	New	+$204K	0.13%	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

Members Wealth's IBMQ Position: Q3 2026 in Review

Members Wealth reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 4.9% in Q3 2026, selling an estimated $41.8K and leaving 31,742 shares worth $797K. The position accounts for 0.4% of the portfolio, ranked #46.

Members Wealth first reported a position in IBMQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $854K in Q2 2026. 87 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

Members Wealth held 31,742 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $797K as of Q3 2026.
Members Wealth sold 1,643 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $41.8K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.4% of Members Wealth's portfolio in Q3 2026, its #46 holding.
Members Wealth first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
Members Wealth's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $854K in Q2 2026.
87 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.