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

Nestegg 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	$211K	Buy	8,264 +50	+0.6%	+$1.28K	0.15%	52
2026 Q1	$210K	Buy	8,214 +34	+0.4%	+$872	0.18%	51
2025 Q4	$209K	Sell	8,180 -1,850	-18%	-$47.2K	0.18%	50
2025 Q3	$257K	Sell	10,030 -3,195	-24%	-$81.7K	0.23%	43
2025 Q2	$336K	Sell	13,225 -8,576	-39%	-$216K	0.32%	35
2025 Q1	$551K	Sell	21,801 -25,417	-54%	-$642K	0.59%	26
2024 Q4	$1.19M	Buy	+47,218	New	+$1.2M	1.21%	15

Other funds holding IBMQ

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return