Valley National Advisers’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Valley National Advisers’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 Q1	–	Sell	-4,000	Closed	-$102K	–	905
2025 Q4	$102K	Buy	4,000 +33	+0.8%	+$843	0.01%	306
2025 Q3	$101K	Buy	3,967 +24	+0.6%	+$614	0.02%	299
2025 Q2	$100K	Buy	+3,943	New	+$99.3K	0.02%	306
2024 Q3	–	Sell	-5,723	Closed	-$143K	–	930
2024 Q2	$143K	Buy	5,723 +34	+0.6%	+$851	0.02%	263
2024 Q1	$143K	Buy	+5,689	New	+$145K	0.02%	271

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

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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

Valley National Advisers's IBMQ Position: Q1 2026 in Review

Valley National Advisers sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q1 2026, closing a stake of 4,000 shares — an estimated $102K sold.

Valley National Advisers first reported a position in IBMQ in Q1 2024 and held it in 5 quarters. The position peaked at $143K in Q2 2024. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

Valley National Advisers reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Valley National Advisers sold 4,000 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $102K.
Valley National Advisers first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2024 and held it in 5 quarters.
Valley National Advisers's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $143K in Q2 2024.
186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.