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Spinnaker Trust’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Spinnaker Trust’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 		$2.07M Buy
80,729
+5,869
+8% +$150K 0.1% 116
2026
Q1 		$1.91M Buy
74,860
+9,358
+14% +$240K 0.11% 117
2025
Q4 		$1.68M Buy
65,502
+5,888
+10% +$150K 0.09% 122
2025
Q3 		$1.53M Buy
59,614
+5,594
+10% +$143K 0.08% 121
2025
Q2 		$1.37M Buy
54,020
+6,415
+13% +$162K 0.08% 123
2025
Q1 		$1.2M Buy
47,605
+4,360
+10% +$110K 0.08% 132
2024
Q4 		$1.09M Buy
43,245
+24,095
+126% +$611K 0.07% 134
2024
Q3 		$491K Buy
19,150
+950
+5% +$24.1K 0.03% 202
2024
Q2 		$455K Buy
18,200
+945
+5% +$23.7K 0.03% 204
2024
Q1 		$436K Buy
+17,255
New +$439K 0.03% 209

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Spinnaker Trust's IBMQ Position: Q2 2026 in Review

Spinnaker Trust increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 7.8% in Q2 2026, buying an estimated $150K and bringing the position to 80,729 shares worth $2.07M. The position accounts for 0.1% of the portfolio, ranked #116.

Spinnaker Trust 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.

  • Spinnaker Trust held 80,729 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $2.07M as of Q2 2026.
  • Spinnaker Trust bought 5,869 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $150K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.1% of Spinnaker Trust's portfolio in Q2 2026, its #116 holding.
  • Spinnaker Trust 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 Spinnaker Trust's 13F filing for Q2 2026, filed 3 Aug 2026.