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Private Advisor Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Private Advisor Group’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 		– Sell
-15,612
Closed -$399K – 2695
2026
Q1 		$399K Hold
15,612
– – ﹤0.01% 2011
2025
Q4 		$399K Sell
15,612
-2,350
-13% -$60K ﹤0.01% 1969
2025
Q3 		$461K Buy
17,962
+9,236
+106% +$236K ﹤0.01% 1817
2025
Q2 		$222K Buy
+8,726
New +$220K ﹤0.01% 2160

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

Private Advisor Group's IBMQ Position: Q2 2026 in Review

Private Advisor Group sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2026, closing a stake of 15,612 shares — an estimated $399K sold.

Private Advisor Group first reported a position in IBMQ in Q2 2025 and held it in 4 quarters. The position peaked at $461K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Private Advisor Group reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 15,612 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $399K.
  • Private Advisor Group first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and held it in 4 quarters.
  • Private Advisor Group's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $461K 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 Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.