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NorthAvenue LLC’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

NorthAvenue LLC’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 		$9.9K Hold
387
– – 0.01% 159
2026
Q1 		$9.88K Hold
387
– – 0.01% 132
2025
Q4 		$9.9K Buy
+387
New +$9.88K 0.01% 136

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

NorthAvenue LLC's IBMQ Position: Q2 2026 in Review

NorthAvenue LLC held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 387 shares worth $9.9K. The position accounts for 0.01% of the portfolio, ranked #159.

NorthAvenue LLC first reported a position in IBMQ in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • NorthAvenue LLC held 387 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $9.9K as of Q2 2026.
  • NorthAvenue LLC 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 0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #159 holding.
  • NorthAvenue LLC first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.