ATPW
IBMN

Ashton Thomas Private Wealth’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Ashton Thomas Private Wealth’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
-21,684
Closed -$580K – 849
2025
Q1 		$580K Sell
21,684
-247,148
-92% -$6.6M 0.02% 515
2024
Q4 		$7.15M Buy
268,832
+34,347
+15% +$914K 0.28% 87
2024
Q3 		$6.25M Sell
234,485
-8,718
-4% -$232K 0.33% 77
2024
Q2 		$6.44M Sell
243,203
-8,654
-3% -$229K 0.35% 75
2024
Q1 		$6.66M Buy
251,857
+1,730
+0.7% +$45.8K 0.38% 71
2023
Q4 		$6.64M Buy
250,127
+118,547
+90% +$3.12M 0.42% 69
2023
Q3 		$3.43M Buy
+131,580
New +$3.46M 0.25% 114

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
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

Ashton Thomas Private Wealth's IBMN Position: Q2 2025 in Review

Ashton Thomas Private Wealth sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2025, closing a stake of 21,684 shares — an estimated $580K sold.

Ashton Thomas Private Wealth first reported a position in IBMN in Q3 2023 and held it in 7 quarters. The position peaked at $7.15M in Q4 2024. 165 funds tracked by Wall St. Rank hold IBMN as of Q2 2025.

  • Ashton Thomas Private Wealth reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 21,684 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2025, an estimated $580K.
  • Ashton Thomas Private Wealth first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2023 and held it in 7 quarters.
  • Ashton Thomas Private Wealth's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $7.15M in Q4 2024.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.