Cerity Partners
IBMN

Cerity Partners’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Cerity Partners’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
2024
Q4 		– Sell
-11,550
Closed -$308K – 2508
2024
Q3 		$308K Buy
+11,550
New +$307K ﹤0.01% 2045

Other funds holding IBMN

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cerity Partners's IBMN Position: Q4 2024 in Review

Cerity Partners sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2024, closing a stake of 11,550 shares — an estimated $308K sold.

Cerity Partners first reported a position in IBMN in Q3 2024 and held it in 1 quarter. The position peaked at $308K in Q3 2024. 166 funds tracked by Wall St. Rank hold IBMN as of Q4 2024.

  • Cerity Partners reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 11,550 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2024, an estimated $308K.
  • Cerity Partners first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Cerity Partners's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $308K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.