CAPTRUST Financial Advisors
IBMN

CAPTRUST Financial Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

CAPTRUST Financial 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
-84,560
Closed -$2.27M – 2777
2025
Q3 		$2.27M Sell
84,560
-6,495
-7% -$174K ﹤0.01% 969
2025
Q2 		$2.44M Buy
91,055
+7,934
+10% +$212K 0.01% 890
2025
Q1 		$2.22M Sell
83,121
-4,175
-5% -$111K 0.01% 861
2024
Q4 		$2.32M Sell
87,296
-2,319
-3% -$61.7K 0.01% 829
2024
Q3 		$2.39M Buy
89,615
+6,172
+7% +$164K 0.01% 792
2024
Q2 		$2.21M Buy
83,443
+15,544
+23% +$411K 0.01% 775
2024
Q1 		$1.8M Sell
67,899
-7,914
-10% -$209K 0.01% 848
2023
Q4 		$2.01M Buy
75,813
+7,938
+12% +$209K 0.01% 905
2023
Q3 		$1.77M Buy
67,875
+5
+0% +$131 0.01% 911
2023
Q2 		$1.79M Sell
67,870
-90,290
-57% -$2.38M 0.01% 875
2023
Q1 		$4.21M Buy
158,160
+89,478
+130% +$2.37M 0.02% 509
2022
Q4 		$1.81M Buy
+68,682
New +$1.8M 0.01% 745
2022
Q3 		– Sell
-2,849
Closed -$76K – 2981
2022
Q2 		$76K Sell
2,849
-4,369
-61% -$115K ﹤0.01% 2426
2022
Q1 		$192K Sell
7,218
-568
-7% -$15.5K ﹤0.01% 1752
2021
Q4 		$217K Buy
7,786
+268
+4% +$7.47K ﹤0.01% 1585
2021
Q3 		$210K Sell
7,518
-5,492
-42% -$154K ﹤0.01% 1525
2021
Q2 		$364K Sell
13,010
-4,033
-24% -$113K ﹤0.01% 1144
2021
Q1 		$476K Buy
17,043
+3,402
+25% +$95.5K 0.01% 972
2020
Q4 		$384K Buy
13,641
+1,219
+10% +$34.3K 0.01% 933
2020
Q3 		$349K Buy
12,422
+688
+6% +$19.3K 0.01% 822
2020
Q2 		$327K Buy
11,734
+4,917
+72% +$135K 0.01% 847
2020
Q1 		$181K Buy
+6,817
New +$186K ﹤0.01% 897

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CAPTRUST Financial Advisors's IBMN Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 84,560 shares — an estimated $2.27M sold.

CAPTRUST Financial Advisors first reported a position in IBMN in Q1 2020 and held it in 22 quarters. The position peaked at $4.21M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 84,560 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $2.27M.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2020 and held it in 22 quarters.
  • CAPTRUST Financial Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $4.21M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.