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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-6,446-4.3%145,032$3.71MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-11,061-48.1%11,918$304.86KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+7,742+0.4%2,063,596$52.79MQ2 2026Aug 19, 2026
Glenview Trust CoBuy+2,500+6.5%40,929$1.05MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+445+0.3%142,123$3.64MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+17,678+10.4%187,694$4.80MQ2 2026Aug 17, 2026
Bank Of America CorpBuy+146,064+6.1%2,545,675$65.12MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+126,845126,845$3.24MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+29,79629,796$762.18KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+13,246+2.5%543,687$13.91MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-9,840-29.6%23,394$598.41KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+9,596+35.4%36,736$939.70KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+9,206+50.9%27,300$698.06KQ2 2026Aug 14, 2026
10Elms LlpBuy+7,000+33.2%28,060$717.77KQ2 2026Aug 14, 2026
Envision Financial Planning, LlcBuy+3,338+7.5%48,131$1.23MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,819+10.3%30,228$773.23KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-2,813-1.5%184,153$4.71MQ2 2026Aug 14, 2026
Godshalk Welsh Capital Management, Inc.Buy+2,500+5.3%49,500$1.27MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,5551,555$39.78KQ2 2026Aug 14, 2026
Coldstream Capital Management IncBuy+962+0.8%123,766$3.17MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+439+0.3%127,204$3.25MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-46-0.1%42,792$1.09MQ2 2026Aug 14, 2026
Ubs Group AgBuy+40,479+10.2%436,913$11.18MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+26,857+115.9%50,029$1.28MQ2 2026Aug 13, 2026
Covington Investment Advisors Inc.Buy+15,675+4.1%402,305$10.29MQ2 2026Aug 13, 2026
Elequin Capital, LpBuy+7,2287,228$184.89KQ2 2026Aug 13, 2026
Morgan StanleyBuy+5,755+2.2%272,284$6.97MQ2 2026Aug 13, 2026
Fmr LlcBuy+5,065+385.8%6,378$163.15KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-4,561-21.2%16,914$432.67KQ2 2026Aug 13, 2026
Mariner, LlcBuy+1,278+2.8%46,358$1.19MQ2 2026Aug 13, 2026
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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.