MONECO Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

MONECO Advisors’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	$280K	Hold	10,933	–	–	0.02%	498
2026 Q1	$279K	Hold	10,933	–	–	0.02%	420
2025 Q4	$280K	Hold	10,933	–	–	0.02%	415
2025 Q3	$280K	Hold	10,933	–	–	0.02%	414
2025 Q2	$278K	Hold	10,933	–	–	0.03%	395
2025 Q1	$276K	Hold	10,933	–	–	0.03%	380
2024 Q4	$275K	Hold	10,933	–	–	0.03%	387
2024 Q3	$280K	Hold	10,933	–	–	0.03%	355
2024 Q2	$274K	Hold	10,933	–	–	0.04%	341
2024 Q1	$276K	Hold	10,933	–	–	0.04%	332
2023 Q4	$280K	Buy	+10,933	New	+$272K	0.05%	303
2023 Q2	–	Sell	-7,833	Closed	-$201K	–	348
2023 Q1	$201K	Buy	+7,833	New	+$199K	0.06%	312

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

MONECO Advisors's IBMQ Position: Q2 2026 in Review

MONECO Advisors held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 10,933 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #498.

MONECO Advisors first reported a position in IBMQ in Q1 2023 and has held it in 12 quarters since. The position peaked at $280K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

MONECO Advisors held 10,933 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $280K as of Q2 2026.
MONECO Advisors left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #498 holding.
MONECO Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2023 and has held it in 12 quarters since.
MONECO Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $280K in Q3 2025.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.