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Princeton Global Asset Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Princeton Global Asset 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 		$221K Buy
8,633
+3,925
+83% +$100K 0.03% 207
2026
Q1 		$120K Buy
4,708
+3
+0.1% +$77 0.02% 259
2025
Q4 		$120K Buy
+4,705
New +$120K 0.02% 245

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

Princeton Global Asset Management's IBMQ Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 83% in Q2 2026, buying an estimated $100K and bringing the position to 8,633 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #207.

Princeton Global Asset Management first reported a position in IBMQ in Q4 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Princeton Global Asset Management held 8,633 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $221K as of Q2 2026.
  • Princeton Global Asset Management bought 3,925 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $100K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #207 holding.
  • Princeton Global Asset Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.