Steward Partners Investment Advisory’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Steward Partners Investment Advisory’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	$77.5K	Hold	3,028	–	–	﹤0.01%	2724
2026 Q1	$77.3K	Sell	3,028 -2,879	-49%	-$73.9K	﹤0.01%	2530
2025 Q4	$151K	Sell	5,907 -5,759	-49%	-$147K	﹤0.01%	2079
2025 Q3	$299K	Hold	11,666	–	–	﹤0.01%	1654
2025 Q2	$296K	Buy	11,666 +2,928	+34%	+$73.8K	﹤0.01%	1561
2025 Q1	$221K	Sell	8,738 -1,155	-12%	-$29.2K	﹤0.01%	1596
2024 Q4	$249K	Sell	9,893 -270	-3%	-$6.84K	﹤0.01%	1497
2024 Q3	$260K	Hold	10,163	–	–	﹤0.01%	1393
2024 Q2	$254K	Hold	10,163	–	–	﹤0.01%	1339
2024 Q1	$257K	Hold	10,163	–	–	﹤0.01%	1322
2023 Q4	$260K	Buy	10,163 +8,638	+566%	+$215K	﹤0.01%	1273
2023 Q3	$37.2K	Buy	1,525 +798	+110%	+$19.9K	﹤0.01%	2042
2023 Q2	$18.3K	Buy	+727	New	+$18.4K	﹤0.01%	2333

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 $103B AUM 28.65% 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

Steward Partners Investment Advisory's IBMQ Position: Q2 2026 in Review

Steward Partners Investment Advisory held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 3,028 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

Steward Partners Investment Advisory first reported a position in IBMQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $299K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Steward Partners Investment Advisory held 3,028 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $77.5K as of Q2 2026.
Steward Partners Investment Advisory left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2724 holding.
Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $299K in Q3 2025.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.