Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$19M	Buy	753,826 +42,842	+6%	+$1.09M	0.53%	42
2023 Q4	$18.2M	Buy	710,984 +77,332	+12%	+$1.92M	0.56%	38
2023 Q3	$15.5M	Buy	633,652 +28,035	+5%	+$699K	0.54%	46
2023 Q2	$15.2M	Buy	605,617 +22,099	+4%	+$559K	0.5%	46
2023 Q1	$14.9M	Buy	583,518 +10,515	+2%	+$267K	0.52%	43
2022 Q4	$14.4M	Buy	573,003 +62,185	+12%	+$1.54M	0.55%	39
2022 Q3	$12.4M	Buy	+510,818	New	+$12.8M	0.53%	43

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IBMQ Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 6% in Q1 2024, buying an estimated $1.09M and bringing the position to 753,826 shares worth $19M. The position accounts for 0.53% of the portfolio, ranked #42.

Wilbanks Smith & Thomas Asset Management first reported a position in IBMQ in Q3 2022 and has held it in 7 quarters since. 113 funds tracked by Wall St. Rank hold IBMQ as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 753,826 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $19M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 42,842 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2024, an estimated $1.09M.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.53% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #42 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2022 and has held it in 7 quarters since.
113 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.