VisionPoint Advisory Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

VisionPoint Advisory Group’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	$323K	Hold	12,843	–	–	0.05%	331
2026 Q2	$329K	Hold	12,843	–	–	0.05%	335
2026 Q1	$328K	Buy	+12,843	New	+$329K	0.06%	310

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

VisionPoint Advisory Group's IBMQ Position: Q3 2026 in Review

VisionPoint Advisory Group held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q3 2026 at 12,843 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #331.

VisionPoint Advisory Group first reported a position in IBMQ in Q1 2026 and has held it in 3 quarters since. The position peaked at $329K in Q2 2026. 59 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

VisionPoint Advisory Group held 12,843 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $323K as of Q3 2026.
VisionPoint Advisory Group left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #331 holding.
VisionPoint Advisory Group first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
VisionPoint Advisory Group's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $329K in Q2 2026.
59 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.