Bay Colony Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Bay Colony 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
2020 Q1	–	Sell	-19,159	Closed	-$527K	–	205
2019 Q4	$527K	Sell	19,159 -1,000	-5%	-$27.1K	0.34%	100
2019 Q3	$546K	Sell	20,159 -710	-3%	-$19.3K	0.37%	94
2019 Q2	$562K	Buy	+20,869	New	+$556K	0.36%	78

Other funds holding IBMN

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Bay Colony Advisors's IBMN Position: Q1 2020 in Review

Bay Colony Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2020, closing a stake of 19,159 shares — an estimated $527K sold.

Bay Colony Advisors first reported a position in IBMN in Q2 2019 and held it in 3 quarters. The position peaked at $562K in Q2 2019. 43 funds tracked by Wall St. Rank hold IBMN as of Q1 2020.

Bay Colony Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
Bay Colony Advisors sold 19,159 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2020, an estimated $527K.
Bay Colony Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2019 and held it in 3 quarters.
Bay Colony Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $562K in Q2 2019.
43 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2020.

Based on Bay Colony Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.