BSAM
IBMN

Blue Square Asset Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Blue Square Asset 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
2025
Q4 		– Sell
-14,994
Closed -$402K – 77
2025
Q3 		$402K Sell
14,994
-28,051
-65% -$751K 0.18% 54
2025
Q2 		$1.15M Sell
43,045
-865
-2% -$23.1K 0.54% 35
2025
Q1 		$1.17M Sell
43,910
-934
-2% -$24.9K 0.63% 33
2024
Q4 		$1.19M Sell
44,844
-1,532
-3% -$40.8K 0.59% 38
2024
Q3 		$1.24M Sell
46,376
-1,108
-2% -$29.5K 0.66% 38
2024
Q2 		$1.26M Sell
47,484
-1,625
-3% -$42.9K 0.73% 40
2024
Q1 		$1.3M Sell
49,109
-398
-0.8% -$10.5K 0.86% 39
2023
Q4 		$1.31M Buy
49,507
+7,253
+17% +$191K 0.87% 34
2023
Q3 		$1.1M Buy
42,254
+566
+1% +$14.9K 0.81% 34
2023
Q2 		$1.1M Buy
41,688
+1,371
+3% +$36.1K 0.78% 40
2023
Q1 		$1.07M Sell
40,317
-4,446
-10% -$118K 0.7% 9
2022
Q4 		$1.18M Buy
44,763
+920
+2% +$24.1K 0.76% 6
2022
Q3 		$1.14M Buy
43,843
+8,390
+24% +$223K 0.77% 3
2022
Q2 		$944K Buy
+35,453
New +$937K 2.03% 13

Other funds holding IBMN

IA
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

Blue Square Asset Management's IBMN Position: Q4 2025 in Review

Blue Square Asset Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 14,994 shares — an estimated $402K sold.

Blue Square Asset Management first reported a position in IBMN in Q2 2022 and held it in 14 quarters. The position peaked at $1.31M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Blue Square Asset Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Square Asset Management sold 14,994 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $402K.
  • Blue Square Asset Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2022 and held it in 14 quarters.
  • Blue Square Asset Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.31M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Blue Square Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.