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iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) Institutional Ownership

iShares iBonds Dec 2028 Term Muni Bond ETF logo
$25.74 +0.29 (+1.12%)
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$24.59M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$335.14K
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IBMQ Institutional Buying and Selling by Quarter

iShares iBonds Dec 2028 Term Muni Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Captrust Financial Advisors19,844$504K0.0%-2.5%0.111%
8/15/2025 Ameriprise Financial Inc.113,132$2.88M0.0%+3.5%0.636%
8/14/2025 NewEdge Advisors LLC434,996$11.05M0.1%+2.3%2.444%
8/13/2025 Flow Traders U.S. LLC9,668$246K0.0%N/A0.054%
8/12/2025 JPMorgan Chase & Co.81,923$2.08M0.0%N/A0.460%
8/6/2025 Atlantic Union Bankshares Corp63,186$1.61M0.0%N/A0.355%
8/4/2025 Spinnaker Trust54,020$1.37M0.1%+13.5%0.303%
7/31/2025 Leavell Investment Management Inc.50,439$1.28M0.1%+93.2%0.283%
7/21/2025 Exchange Capital Management Inc.14,484$368K0.1%-6.7%0.081%
7/17/2025 Janney Montgomery Scott LLC14,809$376K0.0%-7.7%0.083%
7/9/2025 Praetorian Wealth Management Inc.242,261$6.16M1.4%+1.3%1.361%
7/9/2025 Lbmc Investment Advisors LLC375,752$9.55M0.7%+17.2%2.111%
7/9/2025 MassMutual Private Wealth & Trust FSB19,660$500K0.0%+14,463.0%0.110%
7/8/2025 Parallel Advisors LLC16,279$414K0.0%+7.7%0.091%
7/1/2025 Confluence Investment Management LLC98,908$2.51M0.0%+200.3%0.559%
5/16/2025NewEdge Advisors LLC425,352$10.76M0.1%+14.9%2.459%
5/16/2025Integrated Wealth Concepts LLC111,429$2.82M0.0%+75.2%0.644%
5/1/2025Hughes Financial Services LLC5,930$150K0.0%N/A0.034%
5/1/2025Blue Square Asset Management LLC30,076$761K0.4%-3.1%0.174%
4/28/2025Private Trust Co. NA9,187$232K0.0%+15.6%0.055%
4/25/2025Spinnaker Trust47,605$1.20M0.1%+10.1%0.283%
4/22/2025Cambridge Investment Research Advisors Inc.8,057$204K0.0%N/A0.048%
4/22/2025Crews Bank & Trust31,482$796K0.1%+5.3%0.187%
4/21/2025Heartwood Wealth Advisors LLC252,745$6.39M0.7%+7.5%1.500%
4/16/2025Praetorian Wealth Management Inc.239,142$6.05M1.5%+0.3%1.419%
4/9/2025Lbmc Investment Advisors LLC320,704$8.11M0.6%+36.4%1.903%
2/18/202510Elms LLP15,160$382K0.4%N/A0.121%
2/17/2025Captrust Financial Advisors13,414$338K0.0%-7.5%0.107%
2/17/2025Cary Street Partners Financial LLC7,956$200K0.0%N/A0.063%
2/17/2025Ameriprise Financial Inc.106,716$2.69M0.0%+6.8%0.850%
2/14/2025Stonebridge Capital Advisors LLC8,750$220K0.0%-33.7%0.070%
2/14/2025Integrated Wealth Concepts LLC63,593$1.60M0.0%+68.8%0.507%
2/13/2025United Capital Financial Advisors LLC90,139$2.27M0.0%+7.3%0.718%
2/11/2025Sandy Spring Bank53,702$1.35M0.1%+16.8%0.428%
2/10/2025Hills Bank & Trust Co328,783$8.28M0.6%+10.9%2.620%
2/6/2025Jones Financial Companies Lllp6,719$169K0.0%+69.8%0.054%
2/5/2025Private Trust Co. NA7,948$200K0.0%+2,258.5%0.063%
1/30/2025Spinnaker Trust43,245$1.09M0.1%+125.8%0.345%
1/29/2025Leavell Investment Management Inc.26,111$657K0.0%+26.4%0.208%
1/23/2025Crews Bank & Trust29,897$753K0.1%N/A0.238%
1/21/2025Blue Square Asset Management LLC31,023$781K0.4%-4.8%0.247%
1/16/2025Lbmc Investment Advisors LLC235,060$5.92M0.5%+8.7%1.873%
1/10/2025Praetorian Wealth Management Inc.238,511$6.01M1.5%+3.5%1.900%
1/10/2025Heartwood Wealth Advisors LLC235,088$5.92M0.7%+0.8%1.873%
12/26/2024JPMorgan Chase & Co.68,495$1.76M0.0%N/A0.546%
11/15/2024Peloton Wealth Strategists13,000$333K0.1%+8.3%0.104%
11/15/2024Integrated Wealth Concepts LLC37,678$966K0.0%+42.0%0.300%
11/14/2024Captrust Financial Advisors14,500$372K0.0%-8.1%0.116%
11/1/2024Leavell Investment Management Inc.20,656$529K0.0%+148.0%0.165%
10/31/2024Confluence Investment Management LLC33,636$862K0.0%+204.3%0.268%
10/31/2024Spinnaker Trust19,150$491K0.0%+5.2%0.153%
10/29/2024Blue Square Asset Management LLC32,583$835K0.4%-3.4%0.260%
10/8/2024Lbmc Investment Advisors LLC216,165$5.54M0.4%+49.2%1.722%
10/8/2024Heartwood Wealth Advisors LLC233,253$5.98M0.7%+3.9%1.859%
8/8/2024Parallel Advisors LLC12,912$323K0.0%+32.9%0.103%
8/8/2024STAR Financial Bank9,937$249K0.2%N/A0.079%
7/31/2024Spinnaker Trust18,200$455K0.0%+5.5%0.145%
7/25/2024Hills Bank & Trust Co277,865$6.95M0.6%+0.2%2.214%
7/23/2024Exchange Capital Management Inc.13,129$328K0.1%N/A0.105%
7/17/2024Archford Capital Strategies LLC17,607$441K0.1%+11.9%0.140%
7/11/2024Lbmc Investment Advisors LLC144,852$3.62M0.3%+46.2%1.154%
7/10/2024Praetorian Wealth Management Inc.230,342$5.76M1.5%-2.3%1.835%
7/1/2024Confluence Investment Management LLC11,055$277K0.0%-9.3%0.088%
5/15/2024Stonebridge Capital Advisors LLC22,690$573K0.1%-18.9%0.181%
5/1/2024Janney Montgomery Scott LLC14,736$372K0.0%+53.6%0.118%
4/24/2024Archford Capital Strategies LLC15,728$397K0.1%+10.8%0.126%
4/12/2024Lbmc Investment Advisors LLC99,107$2.50M0.2%N/A1.367%
4/10/2024Praetorian Wealth Management Inc.235,656$5.96M1.6%+6.7%3.250%
4/10/2024Bank of New Hampshire4,770$121K0.0%-27.9%0.066%
4/2/2024Heartwood Wealth Advisors LLC220,216$5.57M0.7%+7.5%3.037%
4/1/2024Confluence Investment Management LLC12,189$308K0.0%N/A0.168%
2/12/2024Arrow Financial Corp9,385$240K0.0%N/A0.129%
2/7/2024Hills Bank & Trust Co276,623$7.08M0.7%+127.6%3.815%
1/26/2024Sandy Spring Bank35,124$899K0.0%+4.7%0.484%
1/17/2024Heartwood Wealth Advisors LLC204,780$5.24M0.7%-0.7%2.825%
1/11/2024Praetorian Wealth Management Inc.220,849$5.65M1.6%+2.2%3.046%
11/15/2023Stonebridge Capital Advisors LLC20,890$510K0.1%+9.3%0.288%
11/8/2023Janney Montgomery Scott LLC9,438$230K0.0%N/A0.130%
10/30/2023Sandy Spring Bank33,540$819K0.0%+10.7%0.463%
10/27/2023Archford Capital Strategies LLC14,557$355K0.1%-41.6%0.201%
10/26/2023Hills Bank & Trust Co121,532$2.97M0.3%N/A1.676%
10/24/2023Cambridge Investment Research Advisors Inc.9,180$224K0.0%-57.6%0.127%
10/17/2023Heartwood Wealth Advisors LLC206,216$5.03M0.7%+2.9%2.844%
10/11/2023Praetorian Wealth Management Inc.216,100$5.28M1.7%-0.2%2.981%
8/23/2023Stonebridge Capital Advisors LLC19,115$481K0.1%+12.3%0.264%
8/4/2023Parallel Advisors LLC5,500$138K0.0%N/A0.076%
8/4/2023Sandy Spring Bank30,310$763K0.0%+2.5%0.421%
8/2/2023Archford Capital Strategies LLC24,943$630K0.1%+77.5%0.346%
7/19/2023Heartwood Wealth Advisors LLC200,451$5.04M0.7%+6.1%2.784%
7/13/2023Cambridge Investment Research Advisors Inc.21,647$545K0.0%+6.1%0.301%
7/10/2023Praetorian Wealth Management Inc.216,550$5.45M1.7%+2.8%3.008%
5/12/2023Stonebridge Capital Advisors LLC17,015$436K0.0%+8.4%0.281%
5/9/2023US Bancorp DE310,639$7.95M0.0%+13.8%5.135%
5/5/2023Sandy Spring Bank29,580$757K0.0%+15.2%0.489%
4/28/2023Newman Dignan & Sheerar Inc.10,004$256K0.1%+24.4%0.165%
4/14/2023Heartwood Wealth Advisors LLC189,015$4.84M0.7%+9.1%3.124%
4/12/2023Praetorian Wealth Management Inc.210,555$5.39M1.8%+18.5%3.480%
4/11/2023Massmutual Trust Co. FSB ADV18,778$481K0.0%N/A0.310%
4/4/2023Confluence Investment Management LLC11,965$306K0.0%-53.4%0.218%
4/4/2023Bank of New Hampshire6,620$169K0.1%-5.7%0.120%
(Data available from 1/1/2016 forward)

IBMQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMQ shares?

During the previous two years, 34 institutional investors and hedge funds held shares of iShares iBonds Dec 2028 Term Muni Bond ETF. The most heavily invested institutionals were NewEdge Advisors LLC ($11.05M), Lbmc Investment Advisors LLC ($9.55M), Hills Bank & Trust Co ($8.28M), Heartwood Wealth Advisors LLC ($6.39M), Praetorian Wealth Management Inc. ($6.16M), Ameriprise Financial Inc. ($2.88M), and Integrated Wealth Concepts LLC ($2.82M).Learn more on iShares iBonds Dec 2028 Term Muni Bond ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2028 Term Muni Bond ETF's stock?

Of the 31 institutional investors that purchased iShares iBonds Dec 2028 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lbmc Investment Advisors LLC ($375.75K), Hills Bank & Trust Co ($309.43K), JPMorgan Chase & Co. ($150.42K), Confluence Investment Management LLC ($100.74K), Integrated Wealth Concepts LLC ($84.90K), NewEdge Advisors LLC ($64.85K), and Atlantic Union Bankshares Corp ($63.19K).

How much institutional buying is happening at iShares iBonds Dec 2028 Term Muni Bond ETF?

Institutional investors have bought a total of 969,197 shares in the last 24 months. This purchase volume represents approximately $24.59M in transactions.

Which of iShares iBonds Dec 2028 Term Muni Bond ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2028 Term Muni Bond ETF stock in the last 24 months: Stonebridge Capital Advisors LLC ($4.45K), Blue Square Asset Management LLC ($3.66K), Captrust Financial Advisors ($2.87K), Janney Montgomery Scott LLC ($1.23K), and Exchange Capital Management Inc. ($1.04K).

How much institutional selling is happening at iShares iBonds Dec 2028 Term Muni Bond ETF?

Institutional investors have sold a total of 13,245 shares in the last 24 months. This volume of shares sold represents approximately $335.14K in transactions.


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This page (BATS:IBMQ) was last updated on 9/16/2025 by MarketBeat.com Staff
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