Sanctuary Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Sanctuary Advisors’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	$2.01M	Buy	78,570 +364	+0.5%	+$9.29K	0.01%	1046
2026 Q1	$2M	Buy	78,206 +8,067	+12%	+$207K	0.01%	961
2025 Q4	$1.79M	Buy	70,139 +56,746	+424%	+$1.45M	0.01%	992
2025 Q3	$343K	Buy	13,393 +1,554	+13%	+$39.8K	﹤0.01%	1924
2025 Q2	$301K	Buy	11,839 +43	+0.4%	+$1.08K	﹤0.01%	1920
2025 Q1	$298K	Buy	11,796 +12	+0.1%	+$303	﹤0.01%	1795
2024 Q4	$298K	Sell	11,784 -2,910	-20%	-$73.8K	﹤0.01%	1998
2024 Q3	$372K	Buy	14,694 +3,393	+30%	+$86K	﹤0.01%	1882
2024 Q2	$283K	Buy	+11,301	New	+$283K	﹤0.01%	1989

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

Sanctuary Advisors's IBMQ Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.47% in Q2 2026, buying an estimated $9.29K and bringing the position to 78,570 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #1046.

Sanctuary Advisors first reported a position in IBMQ in Q2 2024 and has held it in 9 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Sanctuary Advisors held 78,570 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $2.01M as of Q2 2026.
Sanctuary Advisors bought 364 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $9.29K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1046 holding.
Sanctuary Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.