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WealthBridge Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

WealthBridge Capital Management’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 		$360K Buy
14,097
+594
+4% +$15.2K 0.08% 158
2025
Q4 		$345K Buy
13,503
+561
+4% +$14.3K 0.08% 156
2025
Q3 		$332K Buy
12,942
+210
+2% +$5.37K 0.08% 158
2025
Q2 		$324K Buy
12,732
+680
+6% +$17.1K 0.08% 162
2025
Q1 		$305K Buy
12,052
+250
+2% +$6.32K 0.09% 155
2024
Q4 		$297K Buy
11,802
+1,190
+11% +$30.2K 0.08% 154
2024
Q3 		$272K Buy
+10,612
New +$269K 0.08% 168
2024
Q2 		– Sell
-9,501
Closed -$240K – 192
2024
Q1 		$240K Sell
9,501
-98
-1% -$2.49K 0.08% 162
2023
Q4 		$246K Sell
9,599
-762
-7% -$18.9K 0.09% 146
2023
Q3 		$253K Sell
10,361
-425
-4% -$10.6K 0.1% 140
2023
Q2 		$271K Buy
10,786
+421
+4% +$10.7K 0.11% 141
2023
Q1 		$265K Buy
10,365
+1,492
+17% +$37.9K 0.11% 159
2022
Q4 		$223K Buy
+8,873
New +$219K 0.09% 177

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return