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YANKCOM Partnership’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

YANKCOM Partnership’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
Q2 		– Sell
-775
Closed -$19.6K – 317
2025
Q1 		$19.6K Buy
+775
New +$19.6K 0.01% 212

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

YANKCOM Partnership's IBMQ Position: Q2 2025 in Review

YANKCOM Partnership sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2025, closing a stake of 775 shares — an estimated $19.6K sold.

YANKCOM Partnership first reported a position in IBMQ in Q1 2025 and held it in 1 quarter. The position peaked at $19.6K in Q1 2025. 155 funds tracked by Wall St. Rank hold IBMQ as of Q2 2025.

  • YANKCOM Partnership reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • YANKCOM Partnership sold 775 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2025, an estimated $19.6K.
  • YANKCOM Partnership first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2025 and held it in 1 quarter.
  • YANKCOM Partnership's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $19.6K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2025.

Based on YANKCOM Partnership's 13F filing for Q2 2025, filed 12 Aug 2025.