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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGN Advisors's IBMN Position: Q2 2022 in Review

CGN Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2022, closing a stake of 26,438 shares — an estimated $705K sold.

CGN Advisors first reported a position in IBMN in Q4 2020 and held it in 6 quarters. The position peaked at $1.01M in Q4 2021. 101 funds tracked by Wall St. Rank hold IBMN as of Q2 2022.

CGN Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
CGN Advisors sold 26,438 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2022, an estimated $705K.
CGN Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2020 and held it in 6 quarters.
CGN Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.01M in Q4 2021.
101 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2022.

Based on CGN Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.