CSPAM
IBMN

Cary Street Partners Asset Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Cary Street Partners Asset Management’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
2023
Q2 		– Sell
-3,535
Closed -$94.1K – 285
2023
Q1 		$94.1K Hold
3,535
– – 0.02% 199
2022
Q4 		$93.2K Hold
3,535
– – 0.02% 219
2022
Q3 		$92K Buy
+3,535
New +$93.9K 0.02% 189

Other funds holding IBMN

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cary Street Partners Asset Management's IBMN Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2023, closing a stake of 3,535 shares — an estimated $94.1K sold.

Cary Street Partners Asset Management first reported a position in IBMN in Q3 2022 and held it in 3 quarters. The position peaked at $94.1K in Q1 2023. 132 funds tracked by Wall St. Rank hold IBMN as of Q2 2023.

  • Cary Street Partners Asset Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Cary Street Partners Asset Management sold 3,535 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2023, an estimated $94.1K.
  • Cary Street Partners Asset Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2022 and held it in 3 quarters.
  • Cary Street Partners Asset Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $94.1K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.