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 Q2	$739K	Sell	28,885 -600	-2%	-$15.3K	0.29%	51
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 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 $104B AUM 28.3% 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

WJ Wealth Management's IBMQ Position: Q2 2026 in Review

WJ Wealth Management reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 2% in Q2 2026, selling an estimated $15.3K and leaving 28,885 shares worth $739K. The position accounts for 0.29% of the portfolio, ranked #51.

WJ Wealth Management first reported a position in IBMQ in Q3 2024 and has held it in 6 quarters since. The position peaked at $996K in Q2 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

WJ Wealth Management held 28,885 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $739K as of Q2 2026.
WJ Wealth Management sold 600 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $15.3K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.29% of WJ Wealth Management's portfolio in Q2 2026, its #51 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 6 quarters since.
WJ Wealth Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $996K in Q2 2025.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.