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

iShares iBonds Dec 2028 Term Muni Bond ETF logo
$25.56 +0.11 (+0.41%)
Closing price 08/8/2025 03:57 PM Eastern
Extended Trading
$25.56 -0.01 (-0.02%)
As of 08/8/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
24
Total
Institutional Inflows
(last 12 months)
$21.92M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$322.02K
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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
8/6/2025 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%
5/1/2025 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%
2/18/202510Elms 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%
2/10/2025 Hills Bank & Trust Co328,783$8.28M0.6%+10.9%2.620%
2/6/2025Jones Financial Companies Lllp6,719$169K0.0%+69.8%0.054%
2/5/2025 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%
12/26/2024JPMorgan Chase & Co.68,495$1.76M0.0%N/A0.546%
Altucher: $900 to $108,000? Trump’s “Great Gain” Is Here (Ad)

James Altucher says two recent events could trigger a historic wealth shift—one driven by a radical Trump policy move, and the other tied to a proven financial pattern that previously minted over 80,000 new millionaires. He believes a small $900 investment could turn into a $108,000 windfall within 12 months—and this may be the last chance for everyday investors to catch it.

Click here to discover the two events and how to act before the window closes.
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%
11/1/2024 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%
8/8/2024STAR 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%
5/15/2024Stonebridge 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%
2/12/2024Arrow Financial Corp9,385$240K0.0%N/A0.129%
2/7/2024 Hills Bank & Trust Co276,623$7.08M0.7%+127.6%3.815%
1/26/2024Sandy 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%
11/15/2023Stonebridge Capital Advisors LLC20,890$510K0.1%+9.3%0.288%
11/8/2023 Janney Montgomery Scott LLC9,438$230K0.0%N/A0.130%
10/30/2023Sandy 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%
8/23/2023Stonebridge Capital Advisors LLC19,115$481K0.1%+12.3%0.264%
8/4/2023 Parallel Advisors LLC5,500$138K0.0%N/A0.076%
8/4/2023Sandy 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%
5/12/2023Stonebridge Capital Advisors LLC17,015$436K0.0%+8.4%0.281%
5/9/2023 US Bancorp DE310,639$7.95M0.0%+13.8%5.135%
5/5/2023Sandy Spring Bank29,580$757K0.0%+15.2%0.489%
4/28/2023 Newman Dignan & Sheerar Inc.10,004$256K0.1%+24.4%0.165%
Altucher: $900 to $108,000? Trump’s “Great Gain” Is Here (Ad)

James Altucher says two recent events could trigger a historic wealth shift—one driven by a radical Trump policy move, and the other tied to a proven financial pattern that previously minted over 80,000 new millionaires. He believes a small $900 investment could turn into a $108,000 windfall within 12 months—and this may be the last chance for everyday investors to catch it.

Click here to discover the two events and how to act before the window closes.
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%
2/10/2023Sandy 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%
(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, 33 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), Lbmc Investment Advisors LLC ($9.55M), Hills Bank & Trust Co ($8.28M), Heartwood Wealth Advisors LLC ($6.39M), Praetorian Wealth Management Inc. ($6.16M), Integrated Wealth Concepts LLC ($2.82M), and Ameriprise Financial Inc. ($2.69M).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 30 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), Confluence Investment Management LLC ($100.74K), Integrated Wealth Concepts LLC ($84.90K), JPMorgan Chase & Co. ($68.50K), Atlantic Union Bankshares Corp ($63.19K), and NewEdge Advisors LLC ($55.21K).

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

Institutional investors have bought a total of 864,121 shares in the last 24 months. This purchase volume represents approximately $21.92M 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 ($2.36K), 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 12,729 shares in the last 24 months. This volume of shares sold represents approximately $322.02K in transactions.


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This page (BATS:IBMQ) was last updated on 8/10/2025 by MarketBeat.com Staff
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