AG
IBMN

Advisor Group’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Advisor Group’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
2019
Q4 		$125K Buy
4,583
+2,506
+121% +$68K ﹤0.01% 2771
2019
Q3 		$56K Hold
2,077
– – ﹤0.01% 3306
2019
Q2 		$56K Buy
+2,077
New +$55.3K ﹤0.01% 3284

Other funds holding IBMN

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Advisor Group's IBMN Position: Q4 2019 in Review

Advisor Group increased its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 121% in Q4 2019, buying an estimated $68K and bringing the position to 4,583 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

Advisor Group first reported a position in IBMN in Q2 2019 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold IBMN as of Q4 2019.

  • Advisor Group held 4,583 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $125K as of Q4 2019.
  • Advisor Group bought 2,506 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2019, an estimated $68K.
  • iShares iBonds Dec 2025 Term Muni Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2771 holding.
  • Advisor Group first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2019 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.