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WrapManager Inc’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

WrapManager Inc’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
2025
Q3 		– Sell
-13,905
Closed -$353K – 187
2025
Q2 		$353K Sell
13,905
-644
-4% -$16.2K 0.09% 144
2025
Q1 		$368K Sell
14,549
-460
-3% -$11.6K 0.1% 137
2024
Q4 		$378K Sell
15,009
-32
-0.2% -$811 0.1% 137
2024
Q3 		$386K Sell
15,041
-463
-3% -$11.7K 0.1% 135
2024
Q2 		$388K Sell
15,504
-128
-0.8% -$3.2K 0.11% 148
2024
Q1 		$395K Buy
15,632
+557
+4% +$14.2K 0.11% 152
2023
Q4 		$386K Buy
15,075
+2,112
+16% +$52.5K 0.11% 164
2023
Q3 		$316K Sell
12,963
-187
-1% -$4.67K 0.1% 187
2023
Q2 		$331K Sell
13,150
-1,838
-12% -$46.5K 0.1% 197
2023
Q1 		$384K Sell
14,988
-16
-0.1% -$406 0.12% 182
2022
Q4 		$377K Buy
15,004
+2,877
+24% +$71K 0.12% 177
2022
Q3 		$293K Sell
12,127
-228
-2% -$5.73K 0.1% 205
2022
Q2 		$309K Sell
12,355
-107
-0.9% -$2.67K 0.1% 213
2022
Q1 		$317K Sell
12,462
-155
-1% -$4.08K 0.09% 230
2021
Q4 		$344K Hold
12,617
– – 0.09% 220
2021
Q3 		$343K Sell
12,617
-174
-1% -$4.78K 0.09% 214
2021
Q2 		$351K Hold
12,791
– – 0.09% 209
2021
Q1 		$347K Sell
12,791
-266
-2% -$7.29K 0.1% 196
2020
Q4 		$360K Buy
+13,057
New +$357K 0.11% 177

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

WrapManager Inc's IBMQ Position: Q3 2025 in Review

WrapManager Inc sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2025, closing a stake of 13,905 shares — an estimated $353K sold.

WrapManager Inc first reported a position in IBMQ in Q4 2020 and held it in 19 quarters. The position peaked at $395K in Q1 2024. 163 funds tracked by Wall St. Rank hold IBMQ as of Q3 2025.

  • WrapManager Inc reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WrapManager Inc sold 13,905 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2025, an estimated $353K.
  • WrapManager Inc first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2020 and held it in 19 quarters.
  • WrapManager Inc's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $395K in Q1 2024.
  • 163 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2025.

Based on WrapManager Inc's 13F filing for Q3 2025, filed 10 Nov 2025.