CA
IBMN

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

CGN 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
2022
Q2 		– Sell
-26,438
Closed -$705K – 218
2022
Q1 		$705K Sell
26,438
-9,958
-27% -$271K 0.18% 117
2021
Q4 		$1.01M Buy
36,396
+5,116
+16% +$143K 0.26% 88
2021
Q3 		$874K Buy
31,280
+1,786
+6% +$50.1K 0.29% 83
2021
Q2 		$826K Buy
29,494
+1,453
+5% +$40.7K 0.26% 87
2021
Q1 		$783K Buy
28,041
+5,806
+26% +$163K 0.28% 81
2020
Q4 		$626K Buy
+22,235
New +$625K 0.25% 95

Other funds holding IBMN

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return