ISHARES IBONDS DEC 2028 MUNI IBMQ
$25.53
+0.0% 52w: $24.73 – $25.57
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data24.7325.1525.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
186
+9 QoQ
13F value
$540.4M
+3.8% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBMQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.4M | $61.3M | 0.0% | +5.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 2.1M | $52.5M | 0.1% | -47.3% |
| Clearstead Advisors, LLC | Wealth advisor | 985.9K | $25.2M | 0.2% | +2.5% |
| HighTower Advisors, LLC | Diversified mechanical | 805.6K | $20.6M | 0.0% | +5.0% |
| US BANCORP \DE\ | Wealth advisor | 723.0K | $18.5M | 0.0% | -6.3% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 559.7K | $14.3M | 0.9% | +8.0% |
| Lido Advisors, LLC | Wealth advisor | 559.0K | $14.3M | 0.1% | +153.3% |
| Heartwood Wealth Advisors LLC | Wealth advisor | 550.9K | $14.1M | 1.2% | +112.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 530.4K | $13.5M | 0.0% | -0.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 493.3K | $12.6M | 0.0% | +1.0% |
| LPL Financial LLC | Bank broker | 425.7K | $10.9M | 0.0% | +44.5% |
| HOWLAND CAPITAL MANAGEMENT LLC | Other | 413.4K | $10.6M | 0.4% | +0.9% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | Wealth advisor | 403.3K | $10.3M | 0.9% | -1.4% |
| Hills Bank & Trust Co | Wealth advisor | 397.9K | $10.2M | 0.5% | +1.7% |
| UBS Group AG | Bank broker | 396.4K | $10.1M | 0.0% | +12.1% |
| Paradiem, LLC | Other | 395.5K | $10.1M | 2.2% | New |
| Covington Investment Advisors Inc. ★2 | Fundamental diversified | 386.6K | $9.9M | 1.5% | +4.1% |
| Kathmere Capital Management, LLC | Wealth advisor | 306.4K | $7.8M | 0.5% | -2.2% |
| Praetorian Wealth Management, Inc. | Wealth advisor | 303.9K | $7.8M | 1.5% | +13.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 298.7K | $7.6M | 0.0% | +2.0% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 272.2K | $6.9M | 0.1% | +15.5% |
| MORGAN STANLEY | Bank broker | 266.5K | $6.8M | 0.0% | -39.2% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 260.3K | $6.6M | 0.4% | +29.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 224.3K | $5.7M | 0.0% | +5.0% |
| ROYAL BANK OF CANADA | Bank broker | 187.0K | $4.8M | 0.0% | +20.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 181.5K | $4.6M | 0.0% | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 170.0K | $4.3M | 0.0% | +28.3% |
| Cyndeo Wealth Partners, LLC | Other | 163.0K | $4.2M | 0.2% | +34.1% |
| CENTRAL TRUST Co | Diversified mechanical | 161.6K | $4.1M | 0.1% | -3.4% |
| Sound View Wealth Advisors Group, LLC | Other | 160.9K | $4.1M | 0.3% | +10.2% |
| Quantum Financial Advisors, LLC | Wealth advisor | 160.3K | $4.1M | 0.5% | +25.4% |
| Integrated Wealth Concepts LLC | Wealth advisor | 151.5K | $3.9M | 0.0% | +14.3% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 141.7K | $3.6M | 0.0% | +12.5% |
| Matthew Goff Investment Advisor, LLC | Other | 134.6K | $3.4M | 0.6% | New |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 128.6K | $3.3M | 0.1% | +3.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 126.8K | $3.2M | 0.0% | +0.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 122.8K | $3.1M | 0.0% | +6.8% |
| Cypress Point Wealth Management, LLC | Wealth advisor | 119.5K | $3.1M | 0.7% | Held |
| FLOW TRADERS U.S. LLC | Market maker | 104.6K | $2.7M | 0.1% | +1059.9% |
| SONATA CAPITAL GROUP INC | Wealth advisor | 103.5K | $2.6M | 1.0% | +4.1% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 102.4K | $2.6M | 0.0% | +4.9% |
| Atwater Malick LLC | Other | 99.8K | $2.5M | 0.7% | +4.9% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 99.1K | $2.5M | 0.0% | +6.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 99.0K | $2.5M | 0.0% | +3.4% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 97.7K | $2.5M | 0.3% | +6.4% |
| ASSETMARK, INC | Wealth advisor | 94.4K | $2.4M | 0.0% | +48.6% |
| JPMORGAN CHASE & CO | Bank broker | 91.9K | $2.3M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 88.4K | $2.3M | 0.0% | +138.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 84.3K | $2.2M | 0.0% | -19.5% |
| PSI Advisors, LLC | Wealth advisor | 79.1K | $2.0M | 0.5% | -27.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.