PGIM Custom Harvest’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

PGIM Custom Harvest’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
2025 Q4	–	Sell	-9,193	Closed	-$236K	–	267
2025 Q3	$236K	Sell	9,193 -2,192	-19%	-$56.1K	﹤0.01%	237
2025 Q2	$289K	Buy	+11,385	New	+$287K	0.01%	200
2025 Q1	–	Sell	-10,040	Closed	-$253K	–	249
2024 Q4	$253K	Buy	10,040 +1,895	+23%	+$48K	﹤0.01%	218
2024 Q3	$209K	Sell	8,145 -814	-9%	-$20.6K	﹤0.01%	240
2024 Q2	$224K	Buy	+8,959	New	+$224K	0.01%	210

Other funds holding IBMQ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

PGIM Custom Harvest's IBMQ Position: Q4 2025 in Review

PGIM Custom Harvest sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q4 2025, closing a stake of 9,193 shares — an estimated $236K sold.

PGIM Custom Harvest first reported a position in IBMQ in Q2 2024 and held it in 5 quarters. The position peaked at $289K in Q2 2025. 177 funds tracked by Wall St. Rank hold IBMQ as of Q4 2025.

PGIM Custom Harvest reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
PGIM Custom Harvest sold 9,193 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q4 2025, an estimated $236K.
PGIM Custom Harvest first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2024 and held it in 5 quarters.
PGIM Custom Harvest's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $289K in Q2 2025.
177 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q4 2025.

Based on PGIM Custom Harvest's 13F filing for Q4 2025, filed 17 Feb 2026.