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Woodmont Investment Counsel’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Woodmont Investment Counsel’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 		$1.43M Sell
55,832
-12,787
-19% -$326K 0.08% 119
2026
Q1 		$1.75M Sell
68,619
-969
-1% -$24.9K 0.11% 108
2025
Q4 		$1.78M Sell
69,588
-15,643
-18% -$399K 0.11% 107
2025
Q3 		$2.19M Sell
85,231
-10,698
-11% -$274K 0.14% 94
2025
Q2 		$2.44M Buy
95,929
+14,020
+17% +$353K 0.16% 94
2025
Q1 		$2.07M Buy
81,909
+4,000
+5% +$101K 0.15% 97
2024
Q4 		$1.96M Buy
77,909
+4,293
+6% +$109K 0.15% 99
2024
Q3 		$1.89M Buy
73,616
+19,116
+35% +$485K 0.14% 103
2024
Q2 		$1.36M Buy
54,500
+11,971
+28% +$300K 0.11% 115
2024
Q1 		$1.07M Buy
42,529
+7,279
+21% +$185K 0.09% 136
2023
Q4 		$902K Buy
+35,250
New +$876K 0.08% 137

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Woodmont Investment Counsel's IBMQ Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 19% in Q2 2026, selling an estimated $326K and leaving 55,832 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #119.

Woodmont Investment Counsel first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.44M in Q2 2025. 97 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Woodmont Investment Counsel held 55,832 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.43M as of Q2 2026.
  • Woodmont Investment Counsel sold 12,787 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $326K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.08% of Woodmont Investment Counsel's portfolio in Q2 2026, its #119 holding.
  • Woodmont Investment Counsel first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Woodmont Investment Counsel's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $2.44M in Q2 2025.
  • 97 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.