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

OneDigital Investment 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
Q1 		$1.08M Sell
42,451
-3,639
-8% -$93.4K 0.01% 658
2025
Q4 		$1.18M Buy
+46,090
New +$1.18M 0.01% 619

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

OneDigital Investment Advisors's IBMQ Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 7.9% in Q1 2026, selling an estimated $93.4K and leaving 42,451 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #658.

OneDigital Investment Advisors first reported a position in IBMQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.18M in Q4 2025. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

  • OneDigital Investment Advisors held 42,451 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.08M as of Q1 2026.
  • OneDigital Investment Advisors sold 3,639 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $93.4K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #658 holding.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • OneDigital Investment Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.18M in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.