Wealthcare Advisory Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Wealthcare Advisory Partners’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	$460K	Buy	17,997 +6,561	+57%	+$167K	0.01%	732
2026 Q1	$292K	Sell	11,436 -3,242	-22%	-$83.2K	0.01%	891
2025 Q4	$375K	Buy	14,678 +119	+0.8%	+$3.04K	0.01%	789
2025 Q3	$373K	Buy	+14,559	New	+$372K	0.01%	765

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

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 Los Angeles, California $36.8B AUM 26.6% 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

Wealthcare Advisory Partners's IBMQ Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 57% in Q2 2026, buying an estimated $167K and bringing the position to 17,997 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #732.

Wealthcare Advisory Partners first reported a position in IBMQ in Q3 2025 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Wealthcare Advisory Partners held 17,997 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $460K as of Q2 2026.
Wealthcare Advisory Partners bought 6,561 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $167K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #732 holding.
Wealthcare Advisory Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.