American Portfolios Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

American Portfolios Advisors’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 Q3	$1.16M	Buy	44,824 +25,364	+130%	+$673K	0.05%	384
2022 Q2	$518K	Buy	19,460 +6,865	+55%	+$181K	0.02%	643
2022 Q1	$336K	Hold	12,595	–	–	0.01%	913
2021 Q4	$351K	Sell	12,595 -10,350	-45%	-$289K	0.01%	899
2021 Q3	$641K	Hold	22,945	–	–	0.02%	607
2021 Q2	$642K	Buy	22,945 +5,130	+29%	+$144K	0.02%	612
2021 Q1	$498K	Buy	17,815 +5,135	+40%	+$144K	0.02%	650
2020 Q4	$357K	Hold	12,680	–	–	0.02%	672
2020 Q3	$356K	Buy	12,680 +4,070	+47%	+$114K	0.02%	589
2020 Q2	$240K	Hold	8,610	–	–	0.02%	686
2020 Q1	$233K	Hold	8,610	–	–	0.02%	602
2019 Q4	$234K	Buy	8,610 +4,965	+136%	+$135K	0.02%	692
2019 Q3	$98.7K	Buy	+3,645	New	+$99K	0.01%	1001

Other funds holding IBMN

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

American Portfolios Advisors's IBMN Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 130% in Q3 2022, buying an estimated $673K and bringing the position to 44,824 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #384.

American Portfolios Advisors first reported a position in IBMN in Q3 2019 and has held it in 13 quarters since. 107 funds tracked by Wall St. Rank hold IBMN as of Q3 2022.

American Portfolios Advisors held 44,824 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $1.16M as of Q3 2022.
American Portfolios Advisors bought 25,364 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2022, an estimated $673K.
iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #384 holding.
American Portfolios Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2019 and has held it in 13 quarters since.
107 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.