Azimuth Capital Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Azimuth Capital Management’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
2022 Q1	$6.66M	Sell	249,900 -5,500	-2%	-$150K	0.29%	129
2021 Q4	$7.12M	Sell	255,400 -11,500	-4%	-$321K	0.29%	126
2021 Q3	$7.46M	Buy	266,900 +13,350	+5%	+$375K	0.32%	119
2021 Q2	$7.1M	Sell	253,550 -3,000	-1%	-$84K	0.31%	117
2021 Q1	$7.17M	Buy	256,550 +46,850	+22%	+$1.31M	0.34%	113
2020 Q4	$5.91M	Buy	+209,700	New	+$5.89M	0.29%	119

Other funds holding IBMN

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Azimuth Capital Management's IBMN Position: Q1 2022 in Review

Azimuth Capital Management reduced its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 2.2% in Q1 2022, selling an estimated $150K and leaving 249,900 shares worth $6.66M. The position accounts for 0.29% of the portfolio, ranked #129.

Azimuth Capital Management first reported a position in IBMN in Q4 2020 and has held it in 6 quarters since. The position peaked at $7.46M in Q3 2021. 86 funds tracked by Wall St. Rank hold IBMN as of Q1 2022.

Azimuth Capital Management held 249,900 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $6.66M as of Q1 2022.
Azimuth Capital Management sold 5,500 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2022, an estimated $150K.
iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.29% of Azimuth Capital Management's portfolio in Q1 2022, its #129 holding.
Azimuth Capital Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2020 and has held it in 6 quarters since.
Azimuth Capital Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $7.46M in Q3 2021.
86 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.