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 Q3	$203K	Sell	8,085 -20,800	-72%	-$529K	0.08%	80
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

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

WJ Wealth Management's IBMQ Position: Q3 2026 in Review

WJ Wealth Management reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 72% in Q3 2026, selling an estimated $529K and leaving 8,085 shares worth $203K. The position accounts for 0.08% of the portfolio, ranked #80.

WJ Wealth Management first reported a position in IBMQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $996K in Q2 2025. 123 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

WJ Wealth Management held 8,085 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $203K as of Q3 2026.
WJ Wealth Management sold 20,800 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $529K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.08% of WJ Wealth Management's portfolio in Q3 2026, its #80 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 7 quarters since.
WJ Wealth Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $996K in Q2 2025.
123 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.