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

BerganKDV Wealth Management’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
2023 Q2	$66.5K	Buy	+2,527	New	+$66.6K	0.01%	348

Other funds holding IBMN

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

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

BerganKDV Wealth Management's IBMN Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2023: 2,527 shares worth $66.5K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings.

132 funds tracked by Wall St. Rank hold IBMN as of Q2 2023.

BerganKDV Wealth Management held 2,527 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $66.5K as of Q2 2023.
iShares iBonds Dec 2025 Term Muni Bond ETF was a new BerganKDV Wealth Management position in Q2 2023.
iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #348 holding.
132 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.