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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return