Wells Fargo
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Wells Fargo’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Wells Fargo’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 		$13.9M Buy
543,687
+13,246
+2% +$338K ﹤0.01% 1918
2026
Q1 		$13.5M Sell
530,441
-2,877
-0.5% -$73.8K ﹤0.01% 1803
2025
Q4 		$13.6M Sell
533,318
-650
-0.1% -$16.6K ﹤0.01% 1793
2025
Q3 		$13.7M Buy
533,968
+79,649
+18% +$2.04M ﹤0.01% 1748
2025
Q2 		$11.5M Buy
454,319
+20,889
+5% +$526K ﹤0.01% 1798
2025
Q1 		$11M Sell
433,430
-182,796
-30% -$4.62M ﹤0.01% 1788
2024
Q4 		$15.5M Sell
616,226
-38,340
-6% -$972K ﹤0.01% 1526
2024
Q3 		$16.8M Buy
654,566
+21,404
+3% +$543K ﹤0.01% 1428
2024
Q2 		$15.8M Sell
633,162
-56,451
-8% -$1.41M ﹤0.01% 1400
2024
Q1 		$17.4M Sell
689,613
-855
-0.1% -$21.7K ﹤0.01% 1325
2023
Q4 		$17.7M Buy
690,468
+258,339
+60% +$6.42M ﹤0.01% 1271
2023
Q3 		$10.5M Buy
432,129
+187,116
+76% +$4.67M ﹤0.01% 1531
2023
Q2 		$6.16M Buy
245,013
+15,580
+7% +$394K ﹤0.01% 1974
2023
Q1 		$5.87M Sell
229,433
-19,745
-8% -$502K ﹤0.01% 1996
2022
Q4 		$6.25M Buy
249,178
+159,197
+177% +$3.93M ﹤0.01% 1906
2022
Q3 		$2.18M Buy
89,981
+3,322
+4% +$83.5K ﹤0.01% 2663
2022
Q2 		$2.17M Buy
86,659
+7,080
+9% +$176K ﹤0.01% 2721
2022
Q1 		$2.03M Sell
79,579
-3,508
-4% -$92.4K ﹤0.01% 3288
2021
Q4 		$2.26M Buy
83,087
+12,105
+17% +$329K ﹤0.01% 3376
2021
Q3 		$1.93M Buy
70,982
+4,000
+6% +$110K ﹤0.01% 3695
2021
Q2 		$1.84M Buy
66,982
+6,400
+11% +$175K ﹤0.01% 3763
2021
Q1 		$1.65M Buy
60,582
+5,691
+10% +$156K ﹤0.01% 3865
2020
Q4 		$1.51M Buy
54,891
+6,030
+12% +$165K ﹤0.01% 3693
2020
Q3 		$1.33M Buy
48,861
+30,875
+172% +$845K ﹤0.01% 3640
2020
Q2 		$487K Buy
17,986
+7,093
+65% +$189K ﹤0.01% 4342
2020
Q1 		$286K Sell
10,893
-37,198
-77% -$979K ﹤0.01% 4447
2019
Q4 		$1.26M Buy
48,091
+28,096
+141% +$734K ﹤0.01% 3706
2019
Q3 		$523K Buy
19,995
+19,568
+4,583% +$512K ﹤0.01% 4342
2019
Q2 		$11K Buy
+427
New +$10.9K ﹤0.01% 5899

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 $103B AUM 28.65% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo's IBMQ Position: Q2 2026 in Review

Wells Fargo increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 2.5% in Q2 2026, buying an estimated $338K and bringing the position to 543,687 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Wells Fargo first reported a position in IBMQ in Q2 2019 and has held it in 29 quarters since. The position peaked at $17.7M in Q4 2023. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Wells Fargo held 543,687 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $13.9M as of Q2 2026.
  • Wells Fargo bought 13,246 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $338K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1918 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Wells Fargo's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $17.7M in Q4 2023.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.