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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
Q2 		$374K Buy
14,609
+512
+4% +$13.1K 0.07% 169
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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

WealthBridge Capital Management's IBMQ Position: Q2 2026 in Review

WealthBridge Capital Management increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 3.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 14,609 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #169.

WealthBridge Capital Management first reported a position in IBMQ in Q4 2022 and has held it in 14 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • WealthBridge Capital Management held 14,609 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $374K as of Q2 2026.
  • WealthBridge Capital Management bought 512 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $13.1K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.07% of WealthBridge Capital Management's portfolio in Q2 2026, its #169 holding.
  • WealthBridge Capital Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.