AF
IBMN

Advisornet Financial’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Advisornet Financial’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
2022
Q2 		– Sell
-255
Closed -$7K – 1993
2022
Q1 		$7K Buy
+255
New +$6.94K ﹤0.01% 1526

Other funds holding IBMN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial's IBMN Position: Q2 2022 in Review

Advisornet Financial sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2022, closing a stake of 255 shares — an estimated $7K sold.

Advisornet Financial first reported a position in IBMN in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 101 funds tracked by Wall St. Rank hold IBMN as of Q2 2022.

  • Advisornet Financial reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Advisornet Financial sold 255 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2022, an estimated $7K.
  • Advisornet Financial first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2022 and held it in 1 quarter.
  • Advisornet Financial's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $7K in Q1 2022.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.