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IBMN

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

Avantax Planning 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
Q4 		– Sell
-13,000
Closed -$348K – 449
2025
Q3 		$348K Hold
13,000
– – 0.01% 325
2025
Q2 		$348K Sell
13,000
-68
-0.5% -$1.82K 0.01% 323
2025
Q1 		$350K Sell
13,068
-124
-0.9% -$3.31K 0.01% 311
2024
Q4 		$351K Sell
13,192
-3,314
-20% -$88.2K 0.01% 306
2024
Q3 		$440K Sell
16,506
-7,336
-31% -$195K 0.02% 274
2024
Q2 		$631K Sell
23,842
-4,453
-16% -$118K 0.02% 255
2024
Q1 		$749K Buy
+28,295
New +$749K 0.02% 234
2023
Q4 		– Sell
-25,649
Closed -$669K – 379
2023
Q3 		$669K Hold
25,649
– – 0.03% 197
2023
Q2 		$675K Hold
25,649
– – 0.03% 205
2023
Q1 		$683K Buy
25,649
+454
+2% +$12K 0.03% 206
2022
Q4 		$664K Buy
+25,195
New +$660K 0.03% 208

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avantax Planning Partners's IBMN Position: Q4 2025 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 13,000 shares — an estimated $348K sold.

Avantax Planning Partners first reported a position in IBMN in Q4 2022 and held it in 11 quarters. The position peaked at $749K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Avantax Planning Partners reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 13,000 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $348K.
  • Avantax Planning Partners first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2022 and held it in 11 quarters.
  • Avantax Planning Partners's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $749K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Avantax Planning Partners's 13F filing for Q4 2025, filed 5 Feb 2026.