ISHARES IBONDS DEC 2028 MUNI (IBMQ) Institutional Ownership Changes & 13F Activity
ISHARES IBONDS DEC 2028 MUNI (IBMQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Ameriprise Financial Inc, Ubs Group Ag, Goldman Sachs Group Inc, and Captrust Financial Advisors.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -6,446 | -4.3% | 145,032 | $3.71M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -11,061 | -48.1% | 11,918 | $304.86K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +7,742 | +0.4% | 2,063,596 | $52.79M | Q2 2026 | Aug 19, 2026 |
| Glenview Trust Co | Buy | +2,500 | +6.5% | 40,929 | $1.05M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +445 | +0.3% | 142,123 | $3.64M | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Buy | +17,678 | +10.4% | 187,694 | $4.80M | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +146,064 | +6.1% | 2,545,675 | $65.12M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +126,845 | — | 126,845 | $3.24M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +29,796 | — | 29,796 | $762.18K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +13,246 | +2.5% | 543,687 | $13.91M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -9,840 | -29.6% | 23,394 | $598.41K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +9,596 | +35.4% | 36,736 | $939.70K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +9,206 | +50.9% | 27,300 | $698.06K | Q2 2026 | Aug 14, 2026 |
| 10Elms Llp | Buy | +7,000 | +33.2% | 28,060 | $717.77K | Q2 2026 | Aug 14, 2026 |
| Envision Financial Planning, Llc | Buy | +3,338 | +7.5% | 48,131 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,819 | +10.3% | 30,228 | $773.23K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -2,813 | -1.5% | 184,153 | $4.71M | Q2 2026 | Aug 14, 2026 |
| Godshalk Welsh Capital Management, Inc. | Buy | +2,500 | +5.3% | 49,500 | $1.27M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,555 | — | 1,555 | $39.78K | Q2 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Buy | +962 | +0.8% | 123,766 | $3.17M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +439 | +0.3% | 127,204 | $3.25M | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -46 | -0.1% | 42,792 | $1.09M | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +40,479 | +10.2% | 436,913 | $11.18M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +26,857 | +115.9% | 50,029 | $1.28M | Q2 2026 | Aug 13, 2026 |
| Covington Investment Advisors Inc. | Buy | +15,675 | +4.1% | 402,305 | $10.29M | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, Lp | Buy | +7,228 | — | 7,228 | $184.89K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +5,755 | +2.2% | 272,284 | $6.97M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +5,065 | +385.8% | 6,378 | $163.15K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -4,561 | -21.2% | 16,914 | $432.67K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +1,278 | +2.8% | 46,358 | $1.19M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about IBMQ activity
Which institutional owners are buying IBMQ?
Institutional owners buying IBMQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IBMQ activity?
"Buy" means an investor increased their reported position in IBMQ compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2028 MUNI (IBMQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBMQ increasing?
Institutional interest in IBMQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.