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Stephens Consulting’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Stephens Consulting’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
2025
Q4 		$8.01K Hold
313
– – ﹤0.01% 259
2025
Q3 		$8.03K Hold
313
– – ﹤0.01% 243
2025
Q2 		$7.95K Hold
313
– – ﹤0.01% 351
2025
Q1 		$7.92K Hold
313
– – ﹤0.01% 348
2024
Q4 		$7.88K Hold
313
– – ﹤0.01% 375
2024
Q3 		$8.02K Hold
313
– – ﹤0.01% 356
2024
Q2 		$7.83K Hold
313
– – ﹤0.01% 366
2024
Q1 		$7.91K Hold
313
– – ﹤0.01% 330
2023
Q4 		$8.01K Hold
313
– – ﹤0.01% 333
2023
Q3 		$7.64K Hold
313
– – ﹤0.01% 341
2023
Q2 		$7.88K Hold
313
– – ﹤0.01% 340
2023
Q1 		$8.01K Hold
313
– – ﹤0.01% 346
2022
Q4 		$7.86K Hold
313
– – 0.01% 328
2022
Q3 		$7.57K Hold
313
– – 0.01% 371
2022
Q2 		$7.83K Hold
313
– – 0.01% 364
2022
Q1 		$7.97K Buy
+313
New +$8.24K 0.01% 383

Other funds holding IBMQ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Stephens Consulting's IBMQ Position: Q4 2025 in Review

Stephens Consulting held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q4 2025 at 313 shares worth $8.01K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Stephens Consulting first reported a position in IBMQ in Q1 2022 and has held it in 16 quarters since. The position peaked at $8.03K in Q3 2025. 177 funds tracked by Wall St. Rank hold IBMQ as of Q4 2025.

  • Stephens Consulting held 313 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $8.01K as of Q4 2025.
  • Stephens Consulting left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q4 2025.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #259 holding.
  • Stephens Consulting first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Stephens Consulting's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $8.03K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.