Capital Directions Investment Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Capital Directions Investment Advisors’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 Q4	$708K	Buy	+26,855	New	+$703K	0.26%	34
2022 Q3	–	Sell	-26,855	Closed	-$713K	–	34
2022 Q2	$715K	Hold	26,855	–	–	0.24%	36
2022 Q1	$716K	Sell	26,855 -2,761	-9%	-$75.1K	0.22%	40
2021 Q4	$825K	Buy	29,616 +11,696	+65%	+$326K	0.24%	36
2021 Q3	$501K	Hold	17,920	–	–	0.15%	48
2021 Q2	$502K	Buy	+17,920	New	+$502K	0.15%	49
2021 Q1	–	Sell	-17,920	Closed	-$505K	–	247
2020 Q4	$505K	Buy	17,920 +2,586	+17%	+$72.7K	0.17%	40
2020 Q3	$431K	Buy	15,334 +2,761	+22%	+$77.6K	0.16%	42
2020 Q2	$350K	Hold	12,573	–	–	0.14%	46
2020 Q1	$340K	Hold	12,573	–	–	0.15%	45
2019 Q4	$342K	Hold	12,573	–	–	0.11%	48
2019 Q3	$340K	Hold	12,573	–	–	0.11%	47
2019 Q2	$338K	Buy	+12,573	New	+$335K	0.12%	35
2019 Q1	–	Sell	-12,573	Closed	-$325K	–	100
2018 Q4	$325K	Buy	+12,573	New	+$321K	0.11%	40

Other funds holding IBMN

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 $424B AUM 22.94% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Directions Investment Advisors's IBMN Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2022: 26,855 shares worth $708K. The stake represents 0.26% of the portfolio and ranks #34 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in IBMN as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in IBMN in Q4 2018 and has held it in 14 quarters since. The position peaked at $825K in Q4 2021. 125 funds tracked by Wall St. Rank hold IBMN as of Q4 2022.

Capital Directions Investment Advisors held 26,855 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $708K as of Q4 2022.
iShares iBonds Dec 2025 Term Muni Bond ETF was a new Capital Directions Investment Advisors position in Q4 2022.
iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.26% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #34 holding.
Capital Directions Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2018 and has held it in 14 quarters since.
Capital Directions Investment Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $825K in Q4 2021.
125 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.