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

Apollon 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
2025 Q2	–	Sell	-16,500	Closed	-$441K	–	1294
2025 Q1	$441K	Sell	16,500 -7,000	-30%	-$187K	0.01%	797
2024 Q4	$625K	Sell	23,500 -4,000	-15%	-$106K	0.01%	668
2024 Q3	$733K	Sell	27,500 -2,000	-7%	-$53.2K	0.02%	581
2024 Q2	$781K	Hold	29,500	–	–	0.02%	542
2024 Q1	$781K	Hold	29,500	–	–	0.02%	540
2023 Q4	$783K	Sell	29,500 -374	-1%	-$9.83K	0.03%	532
2023 Q3	$779K	Buy	29,874 +374	+1%	+$9.82K	0.04%	431
2023 Q2	$777K	Buy	29,500 +6,000	+26%	+$158K	0.04%	470
2023 Q1	$625K	Hold	23,500	–	–	0.04%	463
2022 Q4	$620K	Sell	23,500 -9,000	-28%	-$236K	0.04%	442
2022 Q3	$842K	Hold	32,500	–	–	0.07%	304
2022 Q2	$865K	Buy	32,500 +1,500	+5%	+$39.6K	0.07%	299
2022 Q1	$826K	Buy	31,000 +6,000	+24%	+$163K	0.06%	332
2021 Q4	$697K	Buy	25,000 +7,000	+39%	+$195K	0.05%	384
2021 Q3	$503K	Buy	+18,000	New	+$505K	0.07%	265

Other funds holding IBMN

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

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

KCM

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

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

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

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

IWC

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

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Apollon Wealth Management's IBMN Position: Q2 2025 in Review

Apollon Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2025, closing a stake of 16,500 shares — an estimated $441K sold.

Apollon Wealth Management first reported a position in IBMN in Q3 2021 and held it in 15 quarters. The position peaked at $865K in Q2 2022. 165 funds tracked by Wall St. Rank hold IBMN as of Q2 2025.

Apollon Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Apollon Wealth Management sold 16,500 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2025, an estimated $441K.
Apollon Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2021 and held it in 15 quarters.
Apollon Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $865K in Q2 2022.
165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2025.

Based on Apollon Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.