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Private Portfolio Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Private Portfolio Partners’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
2024
Q4 		$458K Buy
18,200
+4,000
+28% +$101K 0.08% 176
2024
Q3 		$364K Hold
14,200
– – 0.07% 197
2024
Q2 		$355K Hold
14,200
– – 0.29% 60
2024
Q1 		$359K Hold
14,200
– – 0.07% 190
2023
Q4 		$363K Hold
14,200
– – 0.08% 179
2023
Q3 		$347K Buy
+14,200
New +$354K 0.09% 178

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Portfolio Partners's IBMQ Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 28% in Q4 2024, buying an estimated $101K and bringing the position to 18,200 shares worth $458K. The position accounts for 0.08% of the portfolio, ranked #176.

Private Portfolio Partners first reported a position in IBMQ in Q3 2023 and has held it in 6 quarters since. 132 funds tracked by Wall St. Rank hold IBMQ as of Q4 2024.

  • Private Portfolio Partners held 18,200 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $458K as of Q4 2024.
  • Private Portfolio Partners bought 4,000 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q4 2024, an estimated $101K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.08% of Private Portfolio Partners's portfolio in Q4 2024, its #176 holding.
  • Private Portfolio Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2023 and has held it in 6 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.