AssetMark Inc’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

AssetMark Inc’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 Q4	–	Sell	-8,993	Closed	-$241K	–	3420
2025 Q3	$241K	Sell	8,993 -24,367	-73%	-$652K	﹤0.01%	1228
2025 Q2	$893K	Buy	33,360 +20,359	+157%	+$544K	﹤0.01%	947
2025 Q1	$348K	Buy	13,001 +11,206	+624%	+$299K	﹤0.01%	1049
2024 Q4	$47.8K	Buy	+1,795	New	+$47.8K	﹤0.01%	1433

Other funds holding IBMN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AssetMark Inc's IBMN Position: Q4 2025 in Review

AssetMark Inc sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 8,993 shares — an estimated $241K sold.

AssetMark Inc first reported a position in IBMN in Q4 2024 and held it in 4 quarters. The position peaked at $893K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

AssetMark Inc reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
AssetMark Inc sold 8,993 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $241K.
AssetMark Inc first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2024 and held it in 4 quarters.
AssetMark Inc's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $893K in Q2 2025.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on AssetMark Inc's 13F filing for Q4 2025, filed 23 Jan 2026.