BOPW
IBMN

Brandywine Oak Private Wealth’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Brandywine Oak Private Wealth’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
Q4 		– Sell
-11,067
Closed -$295K – 237
2024
Q3 		$295K Sell
11,067
-2,739
-20% -$72.9K 0.03% 199
2024
Q2 		$366K Sell
13,806
-274
-2% -$7.24K 0.04% 176
2024
Q1 		$373K Sell
14,080
-2,306
-14% -$61K 0.04% 174
2023
Q4 		$435K Sell
16,386
-2,637
-14% -$69.3K 0.05% 159
2023
Q3 		$496K Sell
19,023
-2,172
-10% -$57K 0.06% 146
2023
Q2 		$558K Sell
21,195
-3,663
-15% -$96.6K 0.06% 145
2023
Q1 		$661K Sell
24,858
-8,310
-25% -$220K 0.08% 131
2022
Q4 		$875K Sell
33,168
-13,713
-29% -$359K 0.11% 102
2022
Q3 		$1.22M Sell
46,881
-5,465
-10% -$145K 0.16% 85
2022
Q2 		$1.39M Buy
52,346
+7,598
+17% +$201K 0.18% 82
2022
Q1 		$1.19M Buy
44,748
+986
+2% +$26.8K 0.14% 110
2021
Q4 		$1.25M Buy
43,762
+16,750
+62% +$467K 0.14% 111
2021
Q3 		$755K Sell
27,012
-1,361
-5% -$38.2K 0.09% 154
2021
Q2 		$794K Buy
28,373
+7,996
+39% +$224K 0.09% 149
2021
Q1 		$569K Hold
20,377
– – 0.08% 142
2020
Q4 		$574K Hold
20,377
– – 0.09% 137
2020
Q3 		$572K Buy
20,377
+12,590
+162% +$354K 0.1% 127
2020
Q2 		$217K Buy
+7,787
New +$214K 0.04% 227

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Brandywine Oak Private Wealth's IBMN Position: Q4 2024 in Review

Brandywine Oak Private Wealth sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2024, closing a stake of 11,067 shares — an estimated $295K sold.

Brandywine Oak Private Wealth first reported a position in IBMN in Q2 2020 and held it in 18 quarters. The position peaked at $1.39M in Q2 2022. 166 funds tracked by Wall St. Rank hold IBMN as of Q4 2024.

  • Brandywine Oak Private Wealth reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 11,067 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2024, an estimated $295K.
  • Brandywine Oak Private Wealth first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2020 and held it in 18 quarters.
  • Brandywine Oak Private Wealth's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.39M in Q2 2022.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2024.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2024, filed 27 Jan 2025.