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IBMQ — ISHARES IBONDS DEC 2028 MUNI

Reported value held$98.94M
Funds holding (latest)10
Sector—
Funds holding (Q2 2026)10
Institutional value$98.94M · 3.87M sh
New / Add / Cut / Exit2 / 7 / 1 / 0
Top-5 / Top-10 concentration99.0% / 100.0%
Institutional holdings change Accumulating +6.9% (+248.75K sh)
Institutional value change Up +7.1%

As of Q2 2026, 10 SEC-registered investment managers reported holding IBMQ (ISHARES IBONDS DEC 2028 MUNI) in their latest 13F filings, with a combined reported value of $98.94M across 3.87M shares. That is +6.9% by share count (+248.75K shares) versus the previous quarter, while reported value moved +7.1%. Ownership is concentrated: the five largest holders account for 99.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 7 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Bank of America Corp history Q2 2026 2.55M $65.12M 0.00% Add
Wells Fargo & Co history Q2 2026 543.69K $13.91M 0.00% Add
UBS Group AG history Q2 2026 436.91K $11.18M 0.00% Add
Morgan Stanley history Q2 2026 272.28K $6.97M 0.00% Add
Goldman Sachs Group history Q2 2026 29.80K $762.18K 0.00% New
JPMorgan Chase & Co history Q2 2026 18.90K $483.35K 0.00% New
Citadel Advisors history Q2 2026 11.92K $304.86K 0.00% Reduce
Fidelity Management & Research (FMR) history Q2 2026 6.38K $163.15K 0.00% Add
PNC Financial Services history Q2 2026 1.57K $40.16K 0.00% Add
BlackRock Inc history Q2 2026 590 $15.09K 0.00% Add

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 10 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Bank of America Corp 48.61K 43.42K 48.41K 122.97K 232.40K 240.96K 289.30K 309.03K 559.88K 899.07K 945.25K 1.03M 1.12M 1.76M 1.93M 2.07M 2.12M 2.27M 2.40M 2.55M
Wells Fargo & Co 70.98K 83.09K 79.58K 86.66K 89.98K 249.18K 229.43K 245.01K 432.13K 690.47K 689.61K 633.16K 654.57K 616.23K 433.43K 454.32K 533.97K 533.32K 530.44K 543.69K
UBS Group AG 47.48K 42.75K 50.40K 100.55K 112.16K 137.59K 164.57K 170.19K 158.96K 260.22K 315.46K 365.95K 371.30K 356.85K 364.34K 335.10K 347.34K 353.69K 396.43K 436.91K
Morgan Stanley 243.67K 262.35K 141.85K 81.58K 109.92K 103.42K 110.55K 74.73K 59.54K 122.30K 161.90K 162.81K 155.91K 356.97K 182.28K 192.91K 371.68K 438.51K 266.53K 272.28K
Goldman Sachs Group — — — — — — — — — 198.94K 15.82K 15.67K 11.14K 11.84K 11.46K 8.46K 8.46K 8.36K — 29.80K
JPMorgan Chase & Co — — — — — — — — — — — — 68.50K — — 81.92K — — — 18.90K
Citadel Advisors 39.14K 28.66K 18.41K — — — — — — — — — — — 22.22K — 22.32K 15.01K 22.98K 11.92K
Fidelity Management & Research (FMR) — — — — — — — — — — — — 1 — 8.19K 2.04K 2.81K 1.96K 1.31K 6.38K
PNC Financial Services — — — — — 1.10K 1.10K 1.10K 1.10K 1.10K 1.10K — — — — — 258 1.51K 1.51K 1.57K
BlackRock Inc — — — — — — — — — — — — 147 149 149 150 150 150 150 590

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