AP
IBMN

Aspect Partners’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Aspect Partners’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
Q1 		– Sell
-728
Closed -$19.4K – 635
2024
Q4 		$19.4K Hold
728
– – 0.01% 205
2024
Q3 		$19.4K Hold
728
– – 0.01% 198
2024
Q2 		$19.3K Hold
728
– – 0.01% 188
2024
Q1 		$19.3K Hold
728
– – 0.02% 188
2023
Q4 		$19.3K Buy
+728
New +$19.1K 0.01% 182

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Aspect Partners's IBMN Position: Q1 2025 in Review

Aspect Partners sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2025, closing a stake of 728 shares — an estimated $19.4K sold.

Aspect Partners first reported a position in IBMN in Q4 2023 and held it in 5 quarters. The position peaked at $19.4K in Q3 2024. 165 funds tracked by Wall St. Rank hold IBMN as of Q1 2025.

  • Aspect Partners reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aspect Partners sold 728 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2025, an estimated $19.4K.
  • Aspect Partners first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2023 and held it in 5 quarters.
  • Aspect Partners's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $19.4K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2025.

Based on Aspect Partners's 13F filing for Q1 2025, filed 24 Apr 2025.