BCS Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-14,037
Closed -$376K 355
2025
Q3
$376K Hold
14,037
0.08% 175
2025
Q2
$376K Hold
14,037
0.08% 182
2025
Q1
$375K Hold
14,037
0.1% 175
2024
Q4
$374K Hold
14,037
0.09% 180
2024
Q3
$374K Hold
14,037
0.16% 117
2024
Q2
$372K Hold
14,037
0.18% 112
2024
Q1
$371K Hold
14,037
0.12% 169
2023
Q4
$373K Hold
14,037
0.14% 144
2023
Q3
$366K Hold
14,037
0.15% 130
2023
Q2
$370K Hold
14,037
0.27% 73
2023
Q1
$374K Hold
14,037
0.17% 108
2022
Q4
$370K Hold
14,037
0.15% 128
2022
Q3
$364K Buy
+14,037
New +$373K 0.17% 125
2022
Q2
Sell
-14,037
Closed -$374K 180
2022
Q1
$374K Hold
14,037
0.15% 126
2021
Q4
$391K Hold
14,037
0.14% 129
2021
Q3
$392K Hold
14,037
0.17% 113
2021
Q2
$393K Hold
14,037
0.21% 94
2021
Q1
$392K Hold
14,037
0.19% 98
2020
Q4
$395K Hold
14,037
0.21% 88
2020
Q3
$394K Hold
14,037
0.22% 82
2020
Q2
$391K Hold
14,037
0.23% 81
2020
Q1
$380K Hold
14,037
0.27% 69
2019
Q4
$381K Buy
+14,037
New +$381K 0.25% 70

Other funds holding IBMN

BCS Wealth Management's IBMN Position: Q4 2025 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 14,037 shares — an estimated $376K sold.

BCS Wealth Management first reported a position in IBMN in Q4 2019 and held it in 23 quarters. The position peaked at $395K in Q4 2020. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • BCS Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • BCS Wealth Management sold 14,037 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $376K.
  • BCS Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2019 and held it in 23 quarters.
  • BCS Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $395K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on BCS Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.