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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
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Members Wealth's IBMQ Position: Q2 2026 in Review

Members Wealth increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 116% in Q2 2026, buying an estimated $457K and bringing the position to 33,385 shares worth $854K. The position accounts for 0.47% of the portfolio, ranked #43.

Members Wealth first reported a position in IBMQ in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Members Wealth held 33,385 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $854K as of Q2 2026.
  • Members Wealth bought 17,915 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $457K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.47% of Members Wealth's portfolio in Q2 2026, its #43 holding.
  • Members Wealth first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.