Benjamin F. Edwards & Company’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$755K	Sell	28,488 -697	-2%	-$18.4K	0.01%	597
2024 Q1	$772K	Sell	29,185 -18,630	-39%	-$493K	0.01%	563
2023 Q4	$1.27M	Buy	47,815 +13,720	+40%	+$361K	0.03%	435
2023 Q3	$889K	Buy	34,095 +4,664	+16%	+$123K	0.03%	404
2023 Q2	$775K	Buy	29,431 +1,492	+5%	+$39.3K	0.03%	422
2023 Q1	$743K	Buy	+27,939	New	+$740K	0.03%	398
2020 Q3	–	Sell	-4,605	Closed	-$128K	–	1713
2020 Q2	$128K	Sell	4,605 -413	-8%	-$11.3K	0.01%	671
2020 Q1	$136K	Sell	5,018 -87	-2%	-$2.37K	0.01%	608
2019 Q4	$139K	Sell	5,105 -386	-7%	-$10.5K	0.01%	700
2019 Q3	$149K	Sell	5,491 -710	-11%	-$19.3K	0.01%	637
2019 Q2	$167K	Buy	6,201 +367	+6%	+$9.78K	0.01%	569
2019 Q1	$155K	Buy	+5,834	New	+$153K	0.01%	555

Other funds holding IBMN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Benjamin F. Edwards & Company's IBMN Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 2.4% in Q2 2024, selling an estimated $18.4K and leaving 28,488 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #597.

Benjamin F. Edwards & Company first reported a position in IBMN in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.27M in Q4 2023. 154 funds tracked by Wall St. Rank hold IBMN as of Q2 2024.

Benjamin F. Edwards & Company held 28,488 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $755K as of Q2 2024.
Benjamin F. Edwards & Company sold 697 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2024, an estimated $18.4K.
iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #597 holding.
Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2019 and has held it in 12 quarters since.
Benjamin F. Edwards & Company's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.27M in Q4 2023.
154 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.