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

Childress Capital 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 Q1	–	Sell	-37,200	Closed	-$1.04M	–	188
2021 Q4	$1.04M	Hold	37,200	–	–	0.43%	48
2021 Q3	$1.04M	Hold	37,200	–	–	0.42%	50
2021 Q2	$1.04M	Hold	37,200	–	–	0.47%	40
2021 Q1	$1.04M	Buy	+37,200	New	+$1.04M	0.48%	41

Other funds holding IBMN

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WSTAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACM

Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Childress Capital Advisors's IBMN Position: Q1 2022 in Review

Childress Capital Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2022, closing a stake of 37,200 shares — an estimated $1.04M sold.

Childress Capital Advisors first reported a position in IBMN in Q1 2021 and held it in 4 quarters. The position peaked at $1.04M in Q2 2021. 86 funds tracked by Wall St. Rank hold IBMN as of Q1 2022.

Childress Capital Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Childress Capital Advisors sold 37,200 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2022, an estimated $1.04M.
Childress Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2021 and held it in 4 quarters.
Childress Capital Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.04M in Q2 2021.
86 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2022.

Based on Childress Capital Advisors's 13F filing for Q1 2022, filed 10 May 2022.