CIAS
IBMN

CFS Investment Advisory Services’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

CFS Investment Advisory Services’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
-23,929
Closed -$641K – 341
2025
Q3 		$641K Sell
23,929
-780
-3% -$20.9K 0.05% 209
2025
Q2 		$661K Sell
24,709
-101
-0.4% -$2.7K 0.05% 204
2025
Q1 		$664K Sell
24,810
-3,617
-13% -$96.6K 0.06% 196
2024
Q4 		$757K Sell
28,427
-2,615
-8% -$69.6K 0.07% 179
2024
Q3 		$828K Sell
31,042
-1,017
-3% -$27.1K 0.07% 169
2024
Q2 		$849K Sell
32,059
-11,221
-26% -$296K 0.07% 153
2024
Q1 		$1.15M Sell
43,280
-3,042
-7% -$80.5K 0.19% 79
2023
Q4 		$1.23M Sell
46,322
-4,529
-9% -$119K 0.22% 67
2023
Q3 		$1.33M Sell
50,851
-7,780
-13% -$204K 0.21% 79
2023
Q2 		$1.54M Sell
58,631
-7,134
-11% -$188K 0.2% 92
2023
Q1 		$1.75M Buy
65,765
+12,943
+25% +$343K 0.32% 54
2022
Q4 		$1.39M Sell
52,822
-3,844
-7% -$101K 0.32% 51
2022
Q3 		$1.47M Sell
56,666
-1,026
-2% -$27.2K 0.38% 37
2022
Q2 		$1.54M Buy
+57,692
New +$1.52M 0.24% 91
2021
Q4 		$1.47M Buy
53,861
+4,531
+9% +$126K 0.2% 108
2021
Q3 		$1.38M Buy
+49,330
New +$1.38M 0.19% 126
2020
Q4 		$1.97M Buy
+69,796
New +$1.96M 0.31% 78

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

CFS Investment Advisory Services's IBMN Position: Q4 2025 in Review

CFS Investment Advisory Services sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 23,929 shares — an estimated $641K sold.

CFS Investment Advisory Services first reported a position in IBMN in Q4 2020 and held it in 17 quarters. The position peaked at $1.97M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • CFS Investment Advisory Services reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • CFS Investment Advisory Services sold 23,929 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $641K.
  • CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2020 and held it in 17 quarters.
  • CFS Investment Advisory Services's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.97M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on CFS Investment Advisory Services's 13F filing for Q4 2025, filed 10 Feb 2026.