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

Altium 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
2022 Q2	$353K	Sell	13,266 -10,700	-45%	-$283K	0.03%	282
2022 Q1	$639K	Buy	23,966 +1,396	+6%	+$38K	0.04%	225
2021 Q4	$629K	Hold	22,570	–	–	0.04%	210
2021 Q3	$631K	Buy	22,570 +300	+1%	+$8.42K	0.05%	196
2021 Q2	$624K	Sell	22,270 -714	-3%	-$20K	0.05%	192
2021 Q1	$642K	Sell	22,984 -2,071	-8%	-$58.1K	0.05%	177
2020 Q4	$706K	Sell	25,055 -3,406	-12%	-$95.7K	0.06%	135
2020 Q3	$800K	Buy	28,461 +119	+0.4%	+$3.34K	0.08%	109
2020 Q2	$790K	Sell	28,342 -663	-2%	-$18.2K	0.09%	110
2020 Q1	$784K	Hold	29,005	–	–	0.11%	100
2019 Q4	$788K	Sell	29,005 -4,091	-12%	-$111K	0.09%	120
2019 Q3	$896K	Buy	33,096 +5,522	+20%	+$150K	0.12%	103
2019 Q2	$742K	Buy	+27,574	New	+$735K	0.11%	122

Other funds holding IBMN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Altium Wealth Management's IBMN Position: Q2 2022 in Review

Altium Wealth Management reduced its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 45% in Q2 2022, selling an estimated $283K and leaving 13,266 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #282.

Altium Wealth Management first reported a position in IBMN in Q2 2019 and has held it in 13 quarters since. The position peaked at $896K in Q3 2019. 101 funds tracked by Wall St. Rank hold IBMN as of Q2 2022.

Altium Wealth Management held 13,266 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $353K as of Q2 2022.
Altium Wealth Management sold 10,700 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2022, an estimated $283K.
iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #282 holding.
Altium Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2019 and has held it in 13 quarters since.
Altium Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $896K in Q3 2019.
101 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.