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Sonata Capital Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Sonata Capital 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
Q2 		$2.67M Buy
104,442
+982
+0.9% +$25.1K 0.86% 30
2026
Q1 		$2.64M Buy
103,460
+4,100
+4% +$105K 0.97% 28
2025
Q4 		$2.54M Buy
99,360
+83,335
+520% +$2.13M 0.92% 28
2025
Q3 		$411K Buy
+16,025
New +$410K 0.15% 87

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Sonata Capital Group's IBMQ Position: Q2 2026 in Review

Sonata Capital Group increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.95% in Q2 2026, buying an estimated $25.1K and bringing the position to 104,442 shares worth $2.67M. The position accounts for 0.86% of the portfolio, ranked #30.

Sonata Capital Group first reported a position in IBMQ in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Sonata Capital Group held 104,442 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $2.67M as of Q2 2026.
  • Sonata Capital Group bought 982 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $25.1K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.86% of Sonata Capital Group's portfolio in Q2 2026, its #30 holding.
  • Sonata Capital Group first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.