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

NewEdge 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	$13.6M	Buy	532,337 +39,082	+8%	+$997K	0.04%	408
2026 Q1	$12.6M	Buy	493,255 +5,044	+1%	+$129K	0.05%	391
2025 Q4	$12.5M	Buy	488,211 +35,214	+8%	+$899K	0.05%	368
2025 Q3	$11.6M	Buy	452,997 +18,001	+4%	+$460K	0.05%	359
2025 Q2	$11.1M	Buy	434,996 +9,644	+2%	+$243K	0.06%	346
2025 Q1	$10.8M	Buy	425,352 +55,208	+15%	+$1.39M	0.06%	301
2024 Q4	$9.32M	Buy	+370,144	New	+$9.38M	0.06%	327

Other funds holding IBMQ

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors's IBMQ Position: Q2 2026 in Review

NewEdge Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 7.9% in Q2 2026, buying an estimated $997K and bringing the position to 532,337 shares worth $13.6M. The position accounts for 0.04% of the portfolio, ranked #408.

NewEdge Advisors first reported a position in IBMQ in Q4 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

NewEdge Advisors held 532,337 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $13.6M as of Q2 2026.
NewEdge Advisors bought 39,082 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $997K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #408 holding.
NewEdge 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.
174 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.