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Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Paradigm Strategies in Wealth Management’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 		$627K Buy
24,511
+1,957
+9% +$49.9K 0.38% 34
2026
Q1 		$576K Hold
22,554
– – 0.39% 30
2025
Q4 		$577K Hold
22,554
– – 0.38% 31
2025
Q3 		$578K Sell
22,554
-352
-2% -$9K 0.37% 31
2025
Q2 		$582K Sell
22,906
-4,508
-16% -$114K 0.38% 30
2025
Q1 		$693K Sell
27,414
-345
-1% -$8.71K 0.47% 27
2024
Q4 		$699K Buy
27,759
+531
+2% +$13.5K 0.46% 26
2024
Q3 		$698K Sell
27,228
-3,651
-12% -$92.6K 0.44% 25
2024
Q2 		$773K Buy
30,879
+5,407
+21% +$135K 0.47% 22
2024
Q1 		$644K Sell
25,472
-723
-3% -$18.4K 0.4% 24
2023
Q4 		$670K Buy
26,195
+10,863
+71% +$270K 0.44% 22
2023
Q3 		$374K Buy
15,332
+4,445
+41% +$111K 0.24% 31
2023
Q2 		$274K Buy
10,887
+983
+10% +$24.9K 0.19% 36
2023
Q1 		$254K Buy
9,904
+390
+4% +$9.91K 0.2% 36
2022
Q4 		$239K Buy
+9,514
New +$235K 0.21% 36

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

Paradigm Strategies in Wealth Management's IBMQ Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 8.7% in Q2 2026, buying an estimated $49.9K and bringing the position to 24,511 shares worth $627K. The position accounts for 0.38% of the portfolio, ranked #34.

Paradigm Strategies in Wealth Management first reported a position in IBMQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $773K in Q2 2024. 66 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 24,511 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $627K as of Q2 2026.
  • Paradigm Strategies in Wealth Management bought 1,957 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $49.9K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.38% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Paradigm Strategies in Wealth Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $773K in Q2 2024.
  • 66 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.