RIA Advisory Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

RIA Advisory 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	$1.8M	Buy	70,243 +14,104	+25%	+$360K	0.39%	40
2026 Q1	$1.43M	Buy	56,139 +922	+2%	+$23.7K	0.34%	45
2025 Q4	$1.41M	Buy	55,217 +1,189	+2%	+$30.4K	0.34%	49
2025 Q3	$1.39M	Buy	54,028 +4,459	+9%	+$114K	0.36%	52
2025 Q2	$1.26M	Buy	49,569 +4,105	+9%	+$103K	0.37%	44
2025 Q1	$1.15M	Buy	+45,464	New	+$1.15M	0.37%	48

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

RIA Advisory Group's IBMQ Position: Q2 2026 in Review

RIA Advisory Group increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 25% in Q2 2026, buying an estimated $360K and bringing the position to 70,243 shares worth $1.8M. The position accounts for 0.39% of the portfolio, ranked #40.

RIA Advisory Group first reported a position in IBMQ in Q1 2025 and has held it in 6 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

RIA Advisory Group held 70,243 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.8M as of Q2 2026.
RIA Advisory Group bought 14,104 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $360K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.39% of RIA Advisory Group's portfolio in Q2 2026, its #40 holding.
RIA Advisory Group first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.