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

Snowden Capital 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	$803K	Buy	31,400 +400	+1%	+$10.2K	0.02%	660
2026 Q1	$791K	Hold	31,000	–	–	0.02%	600
2025 Q4	$793K	Hold	31,000	–	–	0.02%	615
2025 Q3	$795K	Hold	31,000	–	–	0.02%	593
2025 Q2	$788K	Hold	31,000	–	–	0.02%	592
2025 Q1	$784K	Hold	31,000	–	–	0.03%	586
2024 Q4	$781K	Hold	31,000	–	–	0.02%	592
2024 Q3	$795K	Hold	31,000	–	–	0.02%	593
2024 Q2	$776K	Hold	31,000	–	–	0.02%	589
2024 Q1	$783K	Buy	+31,000	New	+$788K	0.02%	575

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

Snowden Capital Advisors's IBMQ Position: Q2 2026 in Review

Snowden Capital Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 1.3% in Q2 2026, buying an estimated $10.2K and bringing the position to 31,400 shares worth $803K. The position accounts for 0.02% of the portfolio, ranked #660.

Snowden Capital Advisors first reported a position in IBMQ in Q1 2024 and has held it in 10 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Snowden Capital Advisors held 31,400 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $803K as of Q2 2026.
Snowden Capital Advisors bought 400 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $10.2K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of Snowden Capital Advisors's portfolio in Q2 2026, its #660 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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