4WM
IBMN

4J Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

4J Wealth Management’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,614
Closed -$204K – 101
2025
Q3 		$204K Hold
7,614
– – 0.12% 93
2025
Q2 		$204K Hold
7,614
– – 0.14% 93
2025
Q1 		$204K Sell
7,614
-7,164
-48% -$191K 0.16% 88
2024
Q4 		$393K Sell
14,778
-6,137
-29% -$163K 0.32% 52
2024
Q3 		$558K Buy
20,915
+36
+0.2% +$958 0.43% 44
2024
Q2 		$553K Buy
20,879
+36
+0.2% +$951 0.46% 41
2024
Q1 		$552K Buy
20,843
+23
+0.1% +$609 0.48% 43
2023
Q4 		$553K Buy
20,820
+44
+0.2% +$1.16K 0.5% 45
2023
Q3 		$542K Buy
20,776
+1,030
+5% +$27.1K 0.54% 44
2023
Q2 		$520K Buy
19,746
+5,827
+42% +$154K 0.5% 45
2023
Q1 		$370K Buy
+13,919
New +$368K 0.4% 53

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

4J Wealth Management's IBMN Position: Q4 2025 in Review

4J Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 7,614 shares — an estimated $204K sold.

4J Wealth Management first reported a position in IBMN in Q1 2023 and held it in 11 quarters. The position peaked at $558K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • 4J Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • 4J Wealth Management sold 7,614 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $204K.
  • 4J Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2023 and held it in 11 quarters.
  • 4J Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $558K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on 4J Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.