Capital Asset Advisory Services’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Capital Asset Advisory Services’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
2022 Q2	–	Sell	-524	Closed	-$14K	–	589
2022 Q1	$14K	Hold	524	–	–	﹤0.01%	464
2021 Q4	$15K	Hold	524	–	–	﹤0.01%	492
2021 Q3	$15K	Hold	524	–	–	﹤0.01%	566
2021 Q2	$15K	Buy	+524	New	+$14.7K	﹤0.01%	600

Other funds holding IBMN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

WSTAM

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Capital Asset Advisory Services's IBMN Position: Q2 2022 in Review

Capital Asset Advisory Services sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2022, closing a stake of 524 shares — an estimated $14K sold.

Capital Asset Advisory Services first reported a position in IBMN in Q2 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 101 funds tracked by Wall St. Rank hold IBMN as of Q2 2022.

Capital Asset Advisory Services reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 524 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2022, an estimated $14K.
Capital Asset Advisory Services first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2021 and held it in 4 quarters.
Capital Asset Advisory Services's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $15K in Q4 2021.
101 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2022.

Based on Capital Asset Advisory Services's 13F filing for Q2 2022, filed 11 Aug 2022.