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WJ Wealth Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

WJ Wealth 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
Q1 		$753K Buy
29,485
+1,378
+5% +$35.4K 0.35% 42
2025
Q4 		$719K Hold
28,107
– – 0.31% 44
2025
Q3 		$718K Sell
28,107
-11,093
-28% -$284K 0.32% 41
2025
Q2 		$996K Buy
+39,200
New +$987K 0.31% 52
2024
Q4 		– Sell
-37,061
Closed -$950K – 78
2024
Q3 		$950K Buy
+37,061
New +$940K 0.33% 40

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

WJ Wealth Management's IBMQ Position: Q1 2026 in Review

WJ Wealth Management increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 4.9% in Q1 2026, buying an estimated $35.4K and bringing the position to 29,485 shares worth $753K. The position accounts for 0.35% of the portfolio, ranked #42.

WJ Wealth Management first reported a position in IBMQ in Q3 2024 and has held it in 5 quarters since. The position peaked at $996K in Q2 2025. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

  • WJ Wealth Management held 29,485 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $753K as of Q1 2026.
  • WJ Wealth Management bought 1,378 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $35.4K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.35% of WJ Wealth Management's portfolio in Q1 2026, its #42 holding.
  • WJ Wealth Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • WJ Wealth Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $996K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.