AM
IBMN

Atwater Malick’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Atwater Malick’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
-100,318
Closed -$2.69M – 93
2025
Q3 		$2.69M Sell
100,318
-2,247
-2% -$60.1K 0.78% 28
2025
Q2 		$2.74M Buy
102,565
+1,197
+1% +$32K 0.87% 25
2025
Q1 		$2.71M Buy
101,368
+17,573
+21% +$469K 0.92% 26
2024
Q4 		$2.23M Sell
83,795
-2,294
-3% -$61.1K 0.75% 28
2024
Q3 		$2.3M Buy
86,089
+9,406
+12% +$250K 0.74% 27
2024
Q2 		$2.03M Buy
76,683
+13,634
+22% +$360K 0.7% 27
2024
Q1 		$1.67M Buy
63,049
+5,752
+10% +$152K 0.59% 31
2023
Q4 		$1.52M Buy
57,297
+2,667
+5% +$70.1K 0.6% 29
2023
Q3 		$1.42M Buy
54,630
+18,470
+51% +$485K 0.63% 29
2023
Q2 		$952K Buy
36,160
+18,923
+110% +$499K 0.41% 32
2023
Q1 		$459K Buy
17,237
+2,229
+15% +$59K 0.22% 39
2022
Q4 		$396K Buy
15,008
+1,332
+10% +$34.9K 0.2% 42
2022
Q3 		$354K Buy
13,676
+4,525
+49% +$120K 0.2% 40
2022
Q2 		$244K Buy
9,151
+765
+9% +$20.2K 0.13% 48
2022
Q1 		$224K Buy
8,386
+1,114
+15% +$30.3K 0.11% 53
2021
Q4 		$203K Buy
+7,272
New +$203K 0.09% 57

Other funds holding IBMN

IA
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

Atwater Malick's IBMN Position: Q4 2025 in Review

Atwater Malick sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 100,318 shares — an estimated $2.69M sold.

Atwater Malick first reported a position in IBMN in Q4 2021 and held it in 16 quarters. The position peaked at $2.74M in Q2 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Atwater Malick reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Atwater Malick sold 100,318 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $2.69M.
  • Atwater Malick first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2021 and held it in 16 quarters.
  • Atwater Malick's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $2.74M 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 Atwater Malick's 13F filing for Q4 2025, filed 23 Jan 2026.