Amplius Wealth Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Amplius Wealth 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
2025 Q3	–	Sell	-16,993	Closed	-$455K	–	189
2025 Q2	$455K	Sell	16,993 -679	-4%	-$18.1K	0.04%	129
2025 Q1	$473K	Sell	17,672 -4,052	-19%	-$108K	0.05%	115
2024 Q4	$578K	Sell	21,724 -2,261	-9%	-$60.2K	0.06%	95
2024 Q3	$639K	Sell	23,985 -36,343	-60%	-$967K	0.07%	86
2024 Q2	$1.6M	Sell	60,328 -272,214	-82%	-$7.19M	0.18%	59
2024 Q1	$8.8M	Buy	+332,542	New	+$8.8M	0.99%	26

Other funds holding IBMN

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Amplius Wealth Advisors's IBMN Position: Q3 2025 in Review

Amplius Wealth Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2025, closing a stake of 16,993 shares — an estimated $455K sold.

Amplius Wealth Advisors first reported a position in IBMN in Q1 2024 and held it in 6 quarters. The position peaked at $8.8M in Q1 2024. 158 funds tracked by Wall St. Rank hold IBMN as of Q3 2025.

Amplius Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Amplius Wealth Advisors sold 16,993 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2025, an estimated $455K.
Amplius Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2024 and held it in 6 quarters.
Amplius Wealth Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $8.8M in Q1 2024.
158 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.