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

TPG 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
2026 Q3	$328K	Sell	13,063 -7,986	-38%	-$203K	0.18%	86
2026 Q2	$538K	Buy	21,049 +7,960	+61%	+$203K	0.3%	62
2026 Q1	$334K	Buy	13,089 +16	+0.1%	+$410	0.21%	77
2025 Q4	$334K	Buy	13,073 +24	+0.2%	+$613	0.21%	77
2025 Q3	$335K	Buy	13,049 +3,906	+43%	+$100K	0.22%	72
2025 Q2	$232K	Hold	9,143	–	–	0.17%	91
2025 Q1	$231K	Hold	9,143	–	–	0.18%	80
2024 Q4	$230K	Sell	9,143 -7,388	-45%	-$187K	0.18%	78
2024 Q3	$424K	Sell	16,531 -1,931	-10%	-$49K	0.33%	50
2024 Q2	$462K	Buy	+18,462	New	+$462K	0.39%	46

Other funds holding IBMQ

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

TPG Advisors's IBMQ Position: Q3 2026 in Review

TPG Advisors reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 38% in Q3 2026, selling an estimated $203K and leaving 13,063 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #86.

TPG Advisors first reported a position in IBMQ in Q2 2024 and has held it in 10 quarters since. The position peaked at $538K in Q2 2026. 55 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

TPG Advisors held 13,063 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $328K as of Q3 2026.
TPG Advisors sold 7,986 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $203K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.18% of TPG Advisors's portfolio in Q3 2026, its #86 holding.
TPG Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2024 and has held it in 10 quarters since.
TPG Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $538K in Q2 2026.
55 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on TPG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.