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

Modern Wealth Management’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 		$598K Sell
23,394
-9,840
-30% -$251K 0.01% 658
2026
Q1 		$847K Buy
33,234
+14,859
+81% +$381K 0.01% 460
2025
Q4 		$470K Buy
+18,375
New +$469K 0.01% 552

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

Modern Wealth Management's IBMQ Position: Q2 2026 in Review

Modern Wealth Management reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 30% in Q2 2026, selling an estimated $251K and leaving 23,394 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #658.

Modern Wealth Management first reported a position in IBMQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $847K in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Modern Wealth Management held 23,394 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $598K as of Q2 2026.
  • Modern Wealth Management sold 9,840 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $251K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #658 holding.
  • Modern Wealth Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Modern Wealth Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $847K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.