BPA
IBMN

Beacon Pointe Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Beacon Pointe 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
Q4 		– Sell
-54,038
Closed -$1.45M – 1532
2025
Q3 		$1.45M Buy
54,038
+4,914
+10% +$131K 0.01% 629
2025
Q2 		$1.31M Sell
49,124
-19,721
-29% -$527K 0.01% 585
2025
Q1 		$1.84M Sell
68,845
-4,496
-6% -$120K 0.02% 479
2024
Q4 		$1.95M Sell
73,341
-2,522
-3% -$67.1K 0.02% 463
2024
Q3 		$2.02M Sell
75,863
-10,018
-12% -$267K 0.02% 473
2024
Q2 		$2.27M Sell
85,881
-3,142
-4% -$83K 0.03% 448
2024
Q1 		$2.36M Sell
89,023
-10,859
-11% -$287K 0.03% 457
2023
Q4 		$2.65M Buy
99,882
+1,270
+1% +$33.4K 0.03% 419
2023
Q3 		$2.57M Buy
98,612
+5,871
+6% +$154K 0.03% 410
2023
Q2 		$2.44M Sell
92,741
-23,531
-20% -$620K 0.04% 339
2023
Q1 		$3.09M Buy
116,272
+11,426
+11% +$302K 0.05% 302
2022
Q4 		$2.76M Buy
104,846
+28,728
+38% +$752K 0.05% 297
2022
Q3 		$1.97M Buy
76,118
+48,698
+178% +$1.29M 0.04% 319
2022
Q2 		$730K Buy
27,420
+6,948
+34% +$184K 0.02% 548
2022
Q1 		$546K Buy
20,472
+10,166
+99% +$277K 0.01% 786
2021
Q4 		$287K Sell
10,306
-1,846
-15% -$51.5K 0.01% 749
2021
Q3 		$340K Buy
12,152
+4
+0% +$112 0.01% 659
2021
Q2 		$340K Buy
12,148
+8
+0.1% +$224 0.01% 622
2021
Q1 		$339K Buy
12,140
+8
+0.1% +$224 0.02% 362
2020
Q4 		$342K Buy
12,132
+13
+0.1% +$365 0.02% 340
2020
Q3 		$341K Buy
12,119
+192
+2% +$5.39K 0.03% 280
2020
Q2 		$332K Buy
11,927
+1,562
+15% +$42.9K 0.03% 288
2020
Q1 		$281K Buy
+10,365
New +$282K 0.04% 243

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Beacon Pointe Advisors's IBMN Position: Q4 2025 in Review

Beacon Pointe Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 54,038 shares — an estimated $1.45M sold.

Beacon Pointe Advisors first reported a position in IBMN in Q1 2020 and held it in 23 quarters. The position peaked at $3.09M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Beacon Pointe Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 54,038 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.45M.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2020 and held it in 23 quarters.
  • Beacon Pointe Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $3.09M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Beacon Pointe Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.