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

AFS Financial 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
2023 Q4	–	Sell	-17,397	Closed	-$454K	–	80
2023 Q3	$454K	Hold	17,397	–	–	0.31%	56
2023 Q2	$458K	Hold	17,397	–	–	0.3%	57
2023 Q1	$463K	Hold	17,397	–	–	0.31%	55
2022 Q4	$459K	Buy	+17,397	New	+$455K	0.33%	54

Other funds holding IBMN

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

AFS Financial Group's IBMN Position: Q4 2023 in Review

AFS Financial Group sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2023, closing a stake of 17,397 shares — an estimated $454K sold.

AFS Financial Group first reported a position in IBMN in Q4 2022 and held it in 4 quarters. The position peaked at $463K in Q1 2023. 152 funds tracked by Wall St. Rank hold IBMN as of Q4 2023.

AFS Financial Group reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
AFS Financial Group sold 17,397 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2023, an estimated $454K.
AFS Financial Group first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
AFS Financial Group's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $463K in Q1 2023.
152 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.