Royal Harbor Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Royal Harbor 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 Q2	–	Sell	-31,188	Closed	-$788K	–	53
2024 Q1	$788K	Sell	31,188 -1,319	-4%	-$33.5K	0.34%	34
2023 Q4	$832K	Sell	32,507 -4,606	-12%	-$114K	0.39%	34
2023 Q3	$906K	Sell	37,113 -3,584	-9%	-$89.4K	0.47%	33
2023 Q2	$1.02M	Buy	40,697 +7,948	+24%	+$201K	0.5%	39
2023 Q1	$838K	Buy	32,749 +209	+0.6%	+$5.31K	0.45%	46
2022 Q4	$817K	Buy	32,540 +10,916	+50%	+$269K	0.5%	46
2022 Q3	$523K	Buy	+21,624	New	+$544K	0.36%	53

Other funds holding IBMQ

Bank of America

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return

Mercer Global Advisors

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

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

HighTower Advisors

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

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return