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

Sentinel Pension 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 		$1.34M Buy
52,596
+429
+0.8% +$10.9K 0.18% 54
2026
Q1 		$1.33M Buy
52,167
+213
+0.4% +$5.46K 0.2% 49
2025
Q4 		$1.33M Buy
51,954
+421
+0.8% +$10.8K 0.2% 48
2025
Q3 		$1.32M Buy
51,533
+312
+0.6% +$7.98K 0.21% 50
2025
Q2 		$1.3M Buy
51,221
+311
+0.6% +$7.83K 0.22% 50
2025
Q1 		$1.29M Buy
50,910
+211
+0.4% +$5.33K 0.24% 50
2024
Q4 		$1.28M Buy
50,699
+1,388
+3% +$35.2K 0.24% 50
2024
Q3 		$1.26M Buy
49,311
+286
+0.6% +$7.25K 0.24% 52
2024
Q2 		$1.23M Buy
49,025
+286
+0.6% +$7.16K 0.25% 54
2024
Q1 		$1.23M Buy
48,739
+182
+0.4% +$4.63K 0.26% 51
2023
Q4 		$1.24M Buy
48,557
+339
+0.7% +$8.43K 0.3% 47
2023
Q3 		$1.18M Buy
+48,218
New +$1.2M 0.29% 50

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

Sentinel Pension Advisors's IBMQ Position: Q2 2026 in Review

Sentinel Pension Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.82% in Q2 2026, buying an estimated $10.9K and bringing the position to 52,596 shares worth $1.34M. The position accounts for 0.18% of the portfolio, ranked #54.

Sentinel Pension Advisors first reported a position in IBMQ in Q3 2023 and has held it in 12 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Sentinel Pension Advisors held 52,596 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.34M as of Q2 2026.
  • Sentinel Pension Advisors bought 429 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $10.9K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.18% of Sentinel Pension Advisors's portfolio in Q2 2026, its #54 holding.
  • Sentinel Pension Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.