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TRUE Private Wealth Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

TRUE Private Wealth 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
Q2 		$1.43M Buy
56,019
+24,698
+79% +$630K 0.12% 113
2026
Q1 		$800K Buy
31,321
+3,883
+14% +$99.6K 0.08% 133
2025
Q4 		$702K Buy
+27,438
New +$701K 0.07% 136

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

TRUE Private Wealth Advisors's IBMQ Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 79% in Q2 2026, buying an estimated $630K and bringing the position to 56,019 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #113.

TRUE Private Wealth Advisors first reported a position in IBMQ in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • TRUE Private Wealth Advisors held 56,019 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.43M as of Q2 2026.
  • TRUE Private Wealth Advisors bought 24,698 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $630K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.12% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • TRUE Private Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.