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

iShares iBonds Dec 2028 Term Muni Bond ETF logo
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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)
$17.73M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$425.71K
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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
5/16/2025 NewEdge Advisors LLC425,352$10.76M0.1%+14.9%2.459%
5/16/2025 Integrated Wealth Concepts LLC111,429$2.82M0.0%+75.2%0.644%
5/1/2025 Hughes Financial Services LLC5,930$150K0.0%N/A0.034%
5/1/2025 Blue Square Asset Management LLC30,076$761K0.4%-3.1%0.174%
4/28/2025 Private Trust Co. NA9,187$232K0.0%+15.6%0.055%
4/25/2025 Spinnaker Trust47,605$1.20M0.1%+10.1%0.283%
4/22/2025 Cambridge Investment Research Advisors Inc.8,057$204K0.0%N/A0.048%
4/22/2025 Crews Bank & Trust31,482$796K0.1%+5.3%0.187%
4/21/2025 Heartwood Wealth Advisors LLC252,745$6.39M0.7%+7.5%1.500%
4/16/2025 Praetorian Wealth Management Inc.239,142$6.05M1.5%+0.3%1.419%
4/9/2025 Lbmc Investment Advisors LLC320,704$8.11M0.6%+36.4%1.903%
2/18/2025 10Elms LLP15,160$382K0.4%N/A0.121%
2/17/2025 Captrust Financial Advisors13,414$338K0.0%-7.5%0.107%
2/17/2025 Cary Street Partners Financial LLC7,956$200K0.0%N/A0.063%
2/17/2025 Ameriprise Financial Inc.106,716$2.69M0.0%+6.8%0.850%
2/14/2025 Stonebridge Capital Advisors LLC8,750$220K0.0%-33.7%0.070%
2/14/2025 Integrated Wealth Concepts LLC63,593$1.60M0.0%+68.8%0.507%
2/13/2025 United Capital Financial Advisors LLC90,139$2.27M0.0%+7.3%0.718%
2/11/2025 Sandy Spring Bank53,702$1.35M0.1%+16.8%0.428%
2/10/2025 Hills Bank & Trust Co328,783$8.28M0.6%+10.9%2.620%
2/6/2025 Jones Financial Companies Lllp6,719$169K0.0%+69.8%0.054%
2/5/2025 Private Trust Co. NA7,948$200K0.0%+2,258.5%0.063%
1/30/2025 Spinnaker Trust43,245$1.09M0.1%+125.8%0.345%
1/29/2025 Leavell Investment Management Inc.26,111$657K0.0%+26.4%0.208%
1/23/2025 Crews Bank & Trust29,897$753K0.1%N/A0.238%
1/21/2025 Blue Square Asset Management LLC31,023$781K0.4%-4.8%0.247%
1/16/2025 Lbmc Investment Advisors LLC235,060$5.92M0.5%+8.7%1.873%
1/10/2025 Praetorian Wealth Management Inc.238,511$6.01M1.5%+3.5%1.900%
1/10/2025 Heartwood Wealth Advisors LLC235,088$5.92M0.7%+0.8%1.873%
12/26/2024 JPMorgan Chase & Co.68,495$1.76M0.0%N/A0.546%
11/15/2024 Peloton Wealth Strategists13,000$333K0.1%+8.3%0.104%
11/15/2024 Integrated Wealth Concepts LLC37,678$966K0.0%+42.0%0.300%
11/14/2024 Captrust Financial Advisors14,500$372K0.0%-8.1%0.116%
11/1/2024 Leavell Investment Management Inc.20,656$529K0.0%+148.0%0.165%
10/31/2024 Confluence Investment Management LLC33,636$862K0.0%+204.3%0.268%
10/31/2024 Spinnaker Trust19,150$491K0.0%+5.2%0.153%
10/29/2024 Blue Square Asset Management LLC32,583$835K0.4%-3.4%0.260%
10/8/2024 Lbmc Investment Advisors LLC216,165$5.54M0.4%+49.2%1.722%
10/8/2024 Heartwood Wealth Advisors LLC233,253$5.98M0.7%+3.9%1.859%
8/8/2024 Parallel Advisors LLC12,912$323K0.0%+32.9%0.103%
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8/8/2024 STAR Financial Bank9,937$249K0.2%N/A0.079%
7/31/2024 Spinnaker Trust18,200$455K0.0%+5.5%0.145%
7/25/2024 Hills Bank & Trust Co277,865$6.95M0.6%+0.2%2.214%
7/23/2024 Exchange Capital Management Inc.13,129$328K0.1%N/A0.105%
7/17/2024 Archford Capital Strategies LLC17,607$441K0.1%+11.9%0.140%
7/11/2024 Lbmc Investment Advisors LLC144,852$3.62M0.3%+46.2%1.154%
7/10/2024 Praetorian Wealth Management Inc.230,342$5.76M1.5%-2.3%1.835%
7/1/2024 Confluence Investment Management LLC11,055$277K0.0%-9.3%0.088%
5/15/2024 Stonebridge Capital Advisors LLC22,690$573K0.1%-18.9%0.181%
5/1/2024 Janney Montgomery Scott LLC14,736$372K0.0%+53.6%0.118%
4/24/2024 Archford Capital Strategies LLC15,728$397K0.1%+10.8%0.126%
4/12/2024 Lbmc Investment Advisors LLC99,107$2.50M0.2%N/A1.367%
4/10/2024 Praetorian Wealth Management Inc.235,656$5.96M1.6%+6.7%3.250%
4/10/2024 Bank of New Hampshire4,770$121K0.0%-27.9%0.066%
4/2/2024 Heartwood Wealth Advisors LLC220,216$5.57M0.7%+7.5%3.037%
4/1/2024 Confluence Investment Management LLC12,189$308K0.0%N/A0.168%
2/12/2024 Arrow Financial Corp9,385$240K0.0%N/A0.129%
2/7/2024 Hills Bank & Trust Co276,623$7.08M0.7%+127.6%3.815%
1/26/2024 Sandy Spring Bank35,124$899K0.0%+4.7%0.484%
1/17/2024 Heartwood Wealth Advisors LLC204,780$5.24M0.7%-0.7%2.825%
1/11/2024 Praetorian Wealth Management Inc.220,849$5.65M1.6%+2.2%3.046%
11/15/2023 Stonebridge Capital Advisors LLC20,890$510K0.1%+9.3%0.288%
11/8/2023 Janney Montgomery Scott LLC9,438$230K0.0%N/A0.130%
10/30/2023 Sandy Spring Bank33,540$819K0.0%+10.7%0.463%
10/27/2023 Archford Capital Strategies LLC14,557$355K0.1%-41.6%0.201%
10/26/2023 Hills Bank & Trust Co121,532$2.97M0.3%N/A1.676%
10/24/2023 Cambridge Investment Research Advisors Inc.9,180$224K0.0%-57.6%0.127%
10/17/2023 Heartwood Wealth Advisors LLC206,216$5.03M0.7%+2.9%2.844%
10/11/2023 Praetorian Wealth Management Inc.216,100$5.28M1.7%-0.2%2.981%
8/23/2023 Stonebridge Capital Advisors LLC19,115$481K0.1%+12.3%0.264%
8/4/2023 Parallel Advisors LLC5,500$138K0.0%N/A0.076%
8/4/2023 Sandy Spring Bank30,310$763K0.0%+2.5%0.421%
8/2/2023 Archford Capital Strategies LLC24,943$630K0.1%+77.5%0.346%
7/19/2023 Heartwood Wealth Advisors LLC200,451$5.04M0.7%+6.1%2.784%
7/13/2023 Cambridge Investment Research Advisors Inc.21,647$545K0.0%+6.1%0.301%
7/10/2023 Praetorian Wealth Management Inc.216,550$5.45M1.7%+2.8%3.008%
5/12/2023 Stonebridge Capital Advisors LLC17,015$436K0.0%+8.4%0.281%
5/9/2023 US Bancorp DE310,639$7.95M0.0%+13.8%5.135%
5/5/2023 Sandy Spring Bank29,580$757K0.0%+15.2%0.489%
4/28/2023 Newman Dignan & Sheerar Inc.10,004$256K0.1%+24.4%0.165%
4/14/2023 Heartwood Wealth Advisors LLC189,015$4.84M0.7%+9.1%3.124%
4/12/2023 Praetorian Wealth Management Inc.210,555$5.39M1.8%+18.5%3.480%
4/11/2023 Massmutual Trust Co. FSB ADV18,778$481K0.0%N/A0.310%
4/4/2023 Confluence Investment Management LLC11,965$306K0.0%-53.4%0.218%
4/4/2023 Bank of New Hampshire6,620$169K0.1%-5.7%0.120%
2/10/2023 Sandy Spring Bank25,675$644K0.0%+13.5%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.15,355$385K0.0%N/A0.000%
1/26/2023 Archford Capital Strategies LLC13,989$351K0.1%+13.1%0.000%
1/20/2023 Newman Dignan & Sheerar Inc.8,045$202K0.1%N/A0.000%
1/12/2023 Heartwood Wealth Advisors LLC173,300$4.35M0.7%N/A0.000%
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1/11/2023 Praetorian Wealth Management Inc.177,637$4.46M1.6%+19.9%0.000%
1/5/2023 Capital Investment Advisors LLC14,507$364K0.0%N/A0.000%
1/4/2023 Confluence Investment Management LLC25,668$644K0.0%-89.9%0.000%
(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, 31 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 ($10.76M), Hills Bank & Trust Co ($8.28M), Lbmc Investment Advisors LLC ($8.11M), Heartwood Wealth Advisors LLC ($6.39M), Praetorian Wealth Management Inc. ($6.05M), Integrated Wealth Concepts LLC ($2.82M), and Ameriprise Financial Inc. ($2.69M).Learn more on IBMQ's institutional investors.

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

Of the 28 institutional investors that purchased iShares iBonds Dec 2028 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lbmc Investment Advisors LLC ($320.70K), Hills Bank & Trust Co ($309.43K), Integrated Wealth Concepts LLC ($84.90K), JPMorgan Chase & Co. ($68.50K), Heartwood Wealth Advisors LLC ($60.87K), NewEdge Advisors LLC ($55.21K), and Confluence Investment Management LLC ($34.77K).

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

Institutional investors have bought a total of 1,199,382 shares in the last 24 months. This purchase volume represents approximately $30.26M in transactions.

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

Of the 9 institutional investors that sold iShares iBonds Dec 2028 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($12.47K), Archford Capital Strategies LLC ($10.39K), Stonebridge Capital Advisors LLC ($9.75K), Praetorian Wealth Management Inc. ($5.76K), Blue Square Asset Management LLC ($3.66K), Captrust Financial Advisors ($2.36K), and Bank of New Hampshire ($1.85K).

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

Institutional investors have sold a total of 48,799 shares in the last 24 months. This volume of shares sold represents approximately $1.21M in transactions.


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This page (BATS:IBMQ) was last updated on 5/23/2025 by MarketBeat.com Staff
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