Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Wealth Enhancement Advisory Services’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 		$427K Buy
+16,992
New +$432K ﹤0.01% 2990

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LPT
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FAC
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HA
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CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBMQ Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2026: 16,992 shares worth $427K. The stake represents ﹤0.01% of the portfolio and ranks #2990 among its holdings.

18 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

  • Wealth Enhancement Advisory Services held 16,992 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $427K as of Q3 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2990 holding.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.