Smith, Moore & Co’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Smith, Moore & Co’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	$590K	Buy	23,077 +1,992	+9%	+$50.8K	0.04%	320
2026 Q1	$538K	Buy	21,085 +2,703	+15%	+$69.3K	0.04%	319
2025 Q4	$470K	Buy	18,382 +265	+1%	+$6.77K	0.04%	329
2025 Q3	$465K	Buy	18,117 +3,954	+28%	+$101K	0.04%	324
2025 Q2	$360K	Buy	+14,163	New	+$357K	0.03%	358

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 $104B AUM 28.3% 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

Smith, Moore & Co's IBMQ Position: Q2 2026 in Review

Smith, Moore & Co increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 9.4% in Q2 2026, buying an estimated $50.8K and bringing the position to 23,077 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #320.

Smith, Moore & Co first reported a position in IBMQ in Q2 2025 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Smith, Moore & Co held 23,077 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $590K as of Q2 2026.
Smith, Moore & Co bought 1,992 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $50.8K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.04% of Smith, Moore & Co's portfolio in Q2 2026, its #320 holding.
Smith, Moore & Co first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.