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Pacific Excel Wealth Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Pacific Excel Wealth 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 		$283K Buy
+11,073
New +$283K 0.11% 159

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Pacific Excel Wealth Advisors's IBMQ Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2026: 11,073 shares worth $283K. The stake represents 0.11% of the portfolio and ranks #159 among its holdings.

197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Pacific Excel Wealth Advisors held 11,073 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $283K as of Q2 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.11% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.