SCA
IBMQ icon

Stonebridge Capital Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Stonebridge 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
2025
Q1 		– Sell
-8,750
Closed -$220K – 213
2024
Q4 		$220K Sell
8,750
-4,450
-34% -$113K 0.02% 202
2024
Q3 		$338K Sell
13,200
-300
-2% -$7.61K 0.03% 170
2024
Q2 		$338K Sell
13,500
-9,190
-41% -$230K 0.03% 156
2024
Q1 		$573K Sell
22,690
-5,300
-19% -$135K 0.05% 136
2023
Q4 		$716K Buy
27,990
+7,100
+34% +$176K 0.07% 125
2023
Q3 		$510K Buy
20,890
+1,775
+9% +$44.3K 0.06% 138
2023
Q2 		$481K Buy
19,115
+2,100
+12% +$53.1K 0.05% 140
2023
Q1 		$436K Buy
17,015
+1,325
+8% +$33.7K 0.05% 140
2022
Q4 		$394K Sell
15,690
-1,350
-8% -$33.3K 0.05% 142
2022
Q3 		$412K Sell
17,040
-600
-3% -$15.1K 0.05% 144
2022
Q2 		$442K Buy
17,640
+1,275
+8% +$31.8K 0.05% 139
2022
Q1 		$417K Buy
16,365
+2,625
+19% +$69.1K 0.05% 147
2021
Q4 		$374K Buy
+13,740
New +$374K 0.04% 148

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Stonebridge Capital Advisors's IBMQ Position: Q1 2025 in Review

Stonebridge Capital Advisors sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q1 2025, closing a stake of 8,750 shares — an estimated $220K sold.

Stonebridge Capital Advisors first reported a position in IBMQ in Q4 2021 and held it in 13 quarters. The position peaked at $716K in Q4 2023. 142 funds tracked by Wall St. Rank hold IBMQ as of Q1 2025.

  • Stonebridge Capital Advisors reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 8,750 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2025, an estimated $220K.
  • Stonebridge Capital Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2021 and held it in 13 quarters.
  • Stonebridge Capital Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $716K in Q4 2023.
  • 142 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2025.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2025, filed 14 May 2025.