Signature Wealth Management Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Signature Wealth Management 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 Q1	$1.08M	Sell	42,263 -3,827	-8%	-$98.2K	0.41%	63
2025 Q4	$1.18M	Sell	46,090 -895	-2%	-$22.9K	0.48%	62
2025 Q3	$1.2M	Sell	46,985 -535	-1%	-$13.7K	0.47%	67
2025 Q2	$1.21M	Buy	47,520 +914	+2%	+$23K	0.48%	70
2025 Q1	$1.18M	Sell	46,606 -668	-1%	-$16.9K	0.46%	73
2024 Q4	$1.19M	Buy	47,274 +1,602	+4%	+$40.6K	0.48%	70
2024 Q3	$1.17M	Sell	45,672 -1,706	-4%	-$43.3K	0.47%	70
2024 Q2	$1.19M	Buy	47,378 +729	+2%	+$18.2K	0.52%	68
2024 Q1	$1.17M	Buy	46,649 +8,935	+24%	+$227K	0.53%	67
2023 Q4	$965K	Buy	+37,714	New	+$937K	0.45%	72
2023 Q2	$1,000K	Buy	39,740 +3,259	+9%	+$82.5K	0.47%	70
2023 Q1	$934K	Buy	36,481 +2,098	+6%	+$53.3K	0.44%	69
2022 Q4	$863K	Buy	34,383 +20,827	+154%	+$514K	0.42%	69
2022 Q3	$328K	Buy	+13,556	New	+$341K	0.17%	77

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

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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

Signature Wealth Management Group's IBMQ Position: Q1 2026 in Review

Signature Wealth Management Group reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 8.3% in Q1 2026, selling an estimated $98.2K and leaving 42,263 shares worth $1.08M. The position accounts for 0.41% of the portfolio, ranked #63.

Signature Wealth Management Group first reported a position in IBMQ in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q2 2025. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

Signature Wealth Management Group held 42,263 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.08M as of Q1 2026.
Signature Wealth Management Group sold 3,827 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $98.2K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.41% of Signature Wealth Management Group's portfolio in Q1 2026, its #63 holding.
Signature Wealth Management Group first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2022 and has held it in 14 quarters since.
Signature Wealth Management Group's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.21M in Q2 2025.
186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.