AI
IBMN

Atria Investments’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Atria Investments’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
-36,032
Closed -$964K – 2089
2025
Q2 		$964K Sell
36,032
-8,221
-19% -$220K 0.01% 1057
2025
Q1 		$1.18M Buy
44,253
+3,858
+10% +$103K 0.02% 928
2024
Q4 		$1.08M Sell
40,395
-8,946
-18% -$238K 0.01% 939
2024
Q3 		$1.32M Buy
49,341
+1,541
+3% +$41K 0.02% 848
2024
Q2 		$1.27M Sell
47,800
-11,335
-19% -$299K 0.02% 821
2024
Q1 		$1.56M Buy
59,135
+3,672
+7% +$97.2K 0.02% 756
2023
Q4 		$1.47M Buy
+55,463
New +$1.46M 0.02% 723

Other funds holding IBMN

Bank of America
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's IBMN Position: Q3 2025 in Review

Atria Investments sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2025, closing a stake of 36,032 shares — an estimated $964K sold.

Atria Investments first reported a position in IBMN in Q4 2023 and held it in 7 quarters. The position peaked at $1.56M in Q1 2024. 158 funds tracked by Wall St. Rank hold IBMN as of Q3 2025.

  • Atria Investments reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 36,032 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2025, an estimated $964K.
  • Atria Investments first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2023 and held it in 7 quarters.
  • Atria Investments's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.56M 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 Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.