Baltimore-Washington Financial Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Baltimore-Washington Financial Advisors’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	-12,876	Closed	-$345K	–	181
2025 Q2	$345K	Buy	12,876 +1,873	+17%	+$50K	0.02%	132
2025 Q1	$294K	Hold	11,003	–	–	0.02%	128
2024 Q4	$293K	Hold	11,003	–	–	0.02%	123
2024 Q3	$293K	Buy	11,003 +1,353	+14%	+$36K	0.02%	124
2024 Q2	$256K	Buy	+9,650	New	+$255K	0.01%	122

Other funds holding IBMN

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Baltimore-Washington Financial Advisors's IBMN Position: Q3 2025 in Review

Baltimore-Washington Financial Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2025, closing a stake of 12,876 shares — an estimated $345K sold.

Baltimore-Washington Financial Advisors first reported a position in IBMN in Q2 2024 and held it in 5 quarters. The position peaked at $345K in Q2 2025. 158 funds tracked by Wall St. Rank hold IBMN as of Q3 2025.

Baltimore-Washington Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 12,876 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2025, an estimated $345K.
Baltimore-Washington Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2024 and held it in 5 quarters.
Baltimore-Washington Financial Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $345K in Q2 2025.
158 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2025.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.