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

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 $104B AUM 28.3% 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

Nestegg Advisors's IBMQ Position: Q2 2026 in Review

Nestegg Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.61% in Q2 2026, buying an estimated $1.28K and bringing the position to 8,264 shares worth $211K. The position accounts for 0.15% of the portfolio, ranked #52.

Nestegg Advisors first reported a position in IBMQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2024. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Nestegg Advisors held 8,264 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $211K as of Q2 2026.
Nestegg Advisors bought 50 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $1.28K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.15% of Nestegg Advisors's portfolio in Q2 2026, its #52 holding.
Nestegg Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Nestegg Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.19M in Q4 2024.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.