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

Allworth 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
2025 Q4	–	Sell	-763	Closed	-$20.4K	–	5149
2025 Q3	$20.4K	Hold	763	–	–	﹤0.01%	2696
2025 Q2	$20.4K	Sell	763 -939	-55%	-$25.1K	﹤0.01%	2504
2025 Q1	$45.4K	Hold	1,702	–	–	﹤0.01%	1600
2024 Q4	$45.4K	Buy	1,702 +939	+123%	+$25K	﹤0.01%	1622
2024 Q3	$20.3K	Hold	763	–	–	﹤0.01%	1904
2024 Q2	$20.3K	Hold	763	–	–	﹤0.01%	1879
2024 Q1	$20.2K	Hold	763	–	–	﹤0.01%	1771
2023 Q4	$20.3K	Buy	763 +351	+85%	+$9.23K	﹤0.01%	1646
2023 Q3	$10.7K	Hold	412	–	–	﹤0.01%	1816
2023 Q2	$10.9K	Buy	+412	New	+$10.9K	﹤0.01%	1833

Other funds holding IBMN

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's IBMN Position: Q4 2025 in Review

Allworth Financial sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 763 shares — an estimated $20.4K sold.

Allworth Financial first reported a position in IBMN in Q2 2023 and held it in 10 quarters. The position peaked at $45.4K in Q1 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Allworth Financial reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 763 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $20.4K.
Allworth Financial first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2023 and held it in 10 quarters.
Allworth Financial's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $45.4K in Q1 2025.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.