Wealthspire Advisors (New York)’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Wealthspire Advisors (New York)’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	$200K	Buy	+7,819	New	+$200K	﹤0.01%	1185
2025 Q4	–	Sell	-7,819	Closed	-$200K	–	1889
2025 Q3	$200K	Buy	+7,819	New	+$200K	﹤0.01%	791

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

Wealthspire Advisors (New York)'s IBMQ Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2026: 7,819 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1185 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in IBMQ as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in IBMQ in Q3 2025 and has held it in 2 quarters since. The position peaked at $200K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Wealthspire Advisors (New York) held 7,819 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $200K as of Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1185 holding.
Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2025 and has held it in 2 quarters since.
Wealthspire Advisors (New York)'s iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $200K in Q3 2025.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.