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

iShares iBonds Dec 2028 Term Muni Bond ETF logo
$25.54 +0.01 (+0.04%)
As of 10:00 AM Eastern
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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)
30
Total
Institutional Inflows
(last 12 months)
$22.05M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.67M
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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
7/8/2026 Praetorian Wealth Management Inc.302,556$7.74M1.3%-0.4%1.700%
7/1/2026 Confluence Investment Management LLC64,602$1.65M0.0%-34.8%0.363%
6/3/2026Parallel Advisors LLC29,137$744K0.0%+26.2%0.164%
5/13/2026Godshalk Welsh Capital Management Inc.47,000$1.20M0.7%+33.1%0.264%
5/7/2026Parallel Advisors LLC29,137$744K0.0%+26.2%0.164%
4/29/2026Evergreen Private Wealth LLC51,435$1.31M0.5%+4.6%0.289%
4/29/2026O Domhnaill Enterprises Inc.26,156$668K0.5%N/A0.147%
4/23/2026Spinnaker Trust74,860$1.91M0.1%+14.3%0.421%
4/17/2026 Matthew Goff Investment Advisor LLC134,643$3.41M0.6%N/A0.756%
2/18/2026NewEdge Advisors LLC488,211$12.49M0.0%+7.8%2.743%
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2/17/2026Captrust Financial Advisors20,880$534K0.0%+15.2%0.117%
2/17/2026Gould Asset Management LLC CA21,375$547K0.1%N/A0.120%
2/13/2026Integrated Wealth Concepts LLC132,578$3.39M0.0%+10.0%0.745%
2/12/2026Godshalk Welsh Capital Management Inc.35,300$903K0.5%+20.5%0.198%
2/11/2026Parallel Advisors LLC23,095$591K0.0%+14.3%0.130%
2/10/2026Spinnaker Trust65,502$1.68M0.1%+9.9%0.368%
2/9/2026PSI Advisors LLC109,100$2.79M0.7%N/A0.613%
2/6/2026PNC Financial Services Group Inc.1,511$39K0.0%+485.7%0.008%
2/4/2026Atlantic Union Bankshares Corp71,632$1.83M0.0%+14.5%0.402%
2/4/2026HORAN Wealth LLC8,495$217K0.0%N/A0.048%
1/28/2026Evergreen Private Wealth LLC49,183$1.26M0.5%+9.1%0.276%
1/23/2026Curbstone Financial Management Corp34,950$894K0.2%+86.4%0.196%
1/22/2026Newman Dignan & Sheerar Inc.22,563$577K0.1%-53.2%0.127%
1/20/2026Princeton Global Asset Management LLC4,705$120K0.0%N/A0.026%
1/20/2026Blue Square Asset Management LLC30,277$774K0.3%+6.7%0.170%
1/14/2026 Praetorian Wealth Management Inc.267,346$6.84M1.4%+10.5%1.502%
1/12/2026Heartwood Wealth Advisors LLC259,759$6.64M0.6%+0.3%1.459%
1/7/2026 MassMutual Private Wealth & Trust FSB13,615$348K0.0%-20.3%0.076%
1/5/2026 Confluence Investment Management LLC93,346$2.39M0.0%+2.7%0.524%
12/2/2025IFP Advisors Inc25,070$643K0.0%-18.0%0.141%
11/17/2025NewEdge Advisors LLC452,997$11.62M0.1%+4.1%2.545%
11/17/2025United Capital Financial Advisors LLC119,179$3.06M0.0%+11.2%0.670%
11/17/2025Integrated Wealth Concepts LLC120,555$3.09M0.0%+4.8%0.677%
11/17/2025Flow Traders U.S. LLC8,393$215K0.0%-13.2%0.047%
11/17/2025Ameriprise Financial Inc.95,469$2.45M0.0%-15.6%0.536%
11/13/2025Parallel Advisors LLC20,199$518K0.0%+24.1%0.113%
11/12/202510Elms LLP20,360$522K0.5%+6.3%0.114%
11/10/2025Cary Street Partners Financial LLC9,086$233K0.0%+14.2%0.051%
11/5/2025Spinnaker Trust59,614$1.53M0.1%+10.4%0.335%
11/4/2025Atlantic Union Bankshares Corp62,586$1.61M0.0%-0.9%0.352%
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10/30/2025CNB Bank7,637$196K0.1%N/A0.043%
10/28/2025Leavell Investment Management Inc.99,849$2.56M0.1%+98.0%0.561%
10/28/2025Blue Square Asset Management LLC28,386$728K0.3%-2.7%0.159%
10/22/2025 MassMutual Private Wealth & Trust FSB17,077$438K0.0%-13.1%0.096%
10/22/2025Crews Bank & Trust37,782$969K0.1%+20.0%0.212%
10/15/2025Curbstone Financial Management Corp18,750$481K0.1%N/A0.105%
10/14/2025 Confluence Investment Management LLC90,909$2.33M0.0%-8.1%0.511%
10/7/2025Lbmc Investment Advisors LLC438,507$11.24M0.7%+16.7%2.464%
10/6/2025Heartwood Wealth Advisors LLC258,906$6.64M0.6%+2.4%1.455%
8/15/2025Captrust Financial Advisors19,844$504K0.0%-2.5%0.111%
8/15/2025Ameriprise Financial Inc.113,132$2.88M0.0%+3.5%0.636%
8/14/2025NewEdge Advisors LLC434,996$11.05M0.1%+2.3%2.444%
8/13/2025Flow Traders U.S. LLC9,668$246K0.0%N/A0.054%
8/12/2025JPMorgan Chase & Co.81,923$2.08M0.0%N/A0.460%
8/6/2025Atlantic Union Bankshares Corp63,186$1.61M0.0%N/A0.355%
8/4/2025Spinnaker Trust54,020$1.37M0.1%+13.5%0.303%
7/31/2025Leavell Investment Management Inc.50,439$1.28M0.1%+93.2%0.283%
7/21/2025Exchange Capital Management Inc.14,484$368K0.1%-6.7%0.081%
7/17/2025Janney 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%
7/9/2025Lbmc 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%
7/8/2025Parallel 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%
Solar lost. Wind lost. One won. (Ad)

Washington cut subsidies for solar, wind, and EVs - but one energy source had its tax credits fully preserved through 2033. It runs 24 hours a day, needs no batteries, has no foreign supply chain, and produces zero carbon. A drilling crew reached it three miles underground in just 16 days - a feat the government projected would take 64. Google signed a 15-year deal, Gates committed $100 million, and the Pentagon has named it a top priority. August 18th is the next catalyst.tc pixel

See the one energy company Washington is still backing right now
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%


IBMQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 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 ($12.49M), Lbmc Investment Advisors LLC ($11.24M), Hills Bank & Trust Co ($8.28M), Praetorian Wealth Management Inc. ($7.74M), Heartwood Wealth Advisors LLC ($6.64M), Matthew Goff Investment Advisor LLC ($3.41M), and Integrated Wealth Concepts LLC ($3.39M).Learn more on iShares iBonds Dec 2028 Term Muni Bond ETF's institutional investors.

Of the 41 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 ($293.66K), JPMorgan Chase & Co. ($150.42K), Matthew Goff Investment Advisor LLC ($134.64K), NewEdge Advisors LLC ($118.07K), PSI Advisors LLC ($109.10K), Integrated Wealth Concepts LLC ($102.45K), and Leavell Investment Management Inc. ($91.52K).

Institutional investors have bought a total of 863,055 shares in the last 24 months. This purchase volume represents approximately $22.05M in transactions.

Of the 12 institutional investors that sold iShares iBonds Dec 2028 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($42.50K), Newman Dignan & Sheerar Inc. ($25.69K), Ameriprise Financial Inc. ($17.66K), MassMutual Private Wealth & Trust FSB ($6.05K), IFP Advisors Inc ($5.49K), Praetorian Wealth Management Inc. ($1.36K), and Flow Traders U.S. LLC ($1.28K).

Institutional investors have sold a total of 104,192 shares in the last 24 months. This volume of shares sold represents approximately $2.67M in transactions.


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This page (BATS:IBMQ) was last updated on 7/14/2026 by MarketBeat.com Staff.
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