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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

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return