Benjamin Edwards Inc’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Benjamin Edwards Inc’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
2024 Q1	–	Sell	-577	Closed	-$15K	–	732
2023 Q4	$15K	Buy	577 +78	+16%	+$2.05K	﹤0.01%	560
2023 Q3	$13K	Buy	499 +28	+6%	+$735	﹤0.01%	559
2023 Q2	$12K	Sell	471 -9	-2%	-$237	﹤0.01%	559
2023 Q1	$13K	Buy	+480	New	+$12.7K	﹤0.01%	557
2020 Q3	–	Sell	-128	Closed	-$4K	–	368
2020 Q2	$4K	Sell	128 -19	-13%	-$522	﹤0.01%	347
2020 Q1	$4K	Buy	+147	New	+$4K	﹤0.01%	337
2019 Q4	–	Sell	-68	Closed	-$2K	–	288
2019 Q3	$2K	Sell	68 -44	-39%	-$1.2K	﹤0.01%	277
2019 Q2	$3K	Buy	112 +5	+5%	+$133	0.01%	279
2019 Q1	$3K	Buy	+107	New	+$2.81K	0.01%	258

Other funds holding IBMN

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Benjamin Edwards Inc's IBMN Position: Q1 2024 in Review

Benjamin Edwards Inc sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2024, closing a stake of 577 shares — an estimated $15K sold.

Benjamin Edwards Inc first reported a position in IBMN in Q1 2019 and held it in 9 quarters. The position peaked at $15K in Q4 2023. 151 funds tracked by Wall St. Rank hold IBMN as of Q1 2024.

Benjamin Edwards Inc reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Benjamin Edwards Inc sold 577 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2024, an estimated $15K.
Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2019 and held it in 9 quarters.
Benjamin Edwards Inc's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $15K in Q4 2023.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2024.

Based on Benjamin Edwards Inc's 13F filing for Q1 2024, filed 29 Apr 2024.