CIA
IBMN

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

Capital 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
2025
Q4 		– Sell
-61,662
Closed -$1.65M – 755
2025
Q3 		$1.65M Sell
61,662
-108
-0.2% -$2.89K 0.03% 260
2025
Q2 		$1.65M Buy
61,770
+1,418
+2% +$37.9K 0.03% 257
2025
Q1 		$1.61M Sell
60,352
-4,118
-6% -$110K 0.03% 245
2024
Q4 		$1.72M Buy
64,470
+20,955
+48% +$558K 0.04% 231
2024
Q3 		$1.16M Buy
43,515
+3,143
+8% +$83.6K 0.02% 280
2024
Q2 		$1.07M Buy
40,372
+5,658
+16% +$149K 0.02% 280
2024
Q1 		$919K Buy
34,714
+447
+1% +$11.8K 0.02% 301
2023
Q4 		$910K Buy
34,267
+3,709
+12% +$97.5K 0.02% 286
2023
Q3 		$797K Buy
30,558
+3,067
+11% +$80.6K 0.02% 294
2023
Q2 		$724K Buy
27,491
+1,725
+7% +$45.5K 0.02% 284
2023
Q1 		$686K Buy
25,766
+5,037
+24% +$133K 0.02% 302
2022
Q4 		$547K Buy
20,729
+9,287
+81% +$243K 0.02% 346
2022
Q3 		$297K Buy
11,442
+259
+2% +$6.88K 0.01% 420
2022
Q2 		$298K Buy
11,183
+868
+8% +$22.9K 0.01% 428
2022
Q1 		$275K Buy
10,315
+2,002
+24% +$54.5K 0.01% 476
2021
Q4 		$232K Buy
+8,313
New +$232K 0.01% 517

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

Capital Investment Advisors's IBMN Position: Q4 2025 in Review

Capital Investment Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 61,662 shares — an estimated $1.65M sold.

Capital Investment Advisors first reported a position in IBMN in Q4 2021 and held it in 16 quarters. The position peaked at $1.72M in Q4 2024. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Capital Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 61,662 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.65M.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2021 and held it in 16 quarters.
  • Capital Investment Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.72M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Capital Investment Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.