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Passive Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Passive Capital 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 		$353K Hold
13,803
– – 0.11% 72
2026
Q1 		$352K Hold
13,803
– – 0.11% 73
2025
Q4 		$353K Hold
13,803
– – 0.11% 72
2025
Q3 		$354K Hold
13,803
– – 0.12% 71
2025
Q2 		$350K Hold
13,803
– – 0.11% 66
2025
Q1 		$349K Buy
+13,803
New +$349K 0.11% 64

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 $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
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

Passive Capital Management's IBMQ Position: Q2 2026 in Review

Passive Capital Management held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 13,803 shares worth $353K. The position accounts for 0.11% of the portfolio, ranked #72.

Passive Capital Management first reported a position in IBMQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $354K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Passive Capital Management held 13,803 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $353K as of Q2 2026.
  • Passive Capital Management 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 0.11% of Passive Capital Management's portfolio in Q2 2026, its #72 holding.
  • Passive Capital Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Passive Capital Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $354K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.