Beacon Financial Planning’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Beacon Financial Planning’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	-27,282	Closed	-$731K	–	54
2025 Q3	$731K	Buy	27,282 +42	+0.2%	+$1.12K	0.38%	35
2025 Q2	$729K	Buy	27,240 +41	+0.2%	+$1.09K	0.41%	34
2025 Q1	$728K	Buy	27,199 +19,097	+236%	+$510K	0.42%	35
2024 Q4	$216K	Buy	8,102 +492	+6%	+$13.1K	0.13%	48
2024 Q3	$203K	Buy	7,610 +39	+0.5%	+$1.04K	0.13%	44
2024 Q2	$201K	Buy	+7,571	New	+$200K	0.14%	40

Other funds holding IBMN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Beacon Financial Planning's IBMN Position: Q4 2025 in Review

Beacon Financial Planning sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 27,282 shares — an estimated $731K sold.

Beacon Financial Planning first reported a position in IBMN in Q2 2024 and held it in 6 quarters. The position peaked at $731K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Beacon Financial Planning reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Beacon Financial Planning sold 27,282 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $731K.
Beacon Financial Planning first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2024 and held it in 6 quarters.
Beacon Financial Planning's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $731K in Q3 2025.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Beacon Financial Planning's 13F filing for Q4 2025, filed 22 Jan 2026.