CA
IBMN

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

Clearstead 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
2025
Q4 		– Sell
-14,596
Closed -$391K – 2984
2025
Q3 		$391K Hold
14,596
– – 0.01% 706
2025
Q2 		$391K Sell
14,596
-940
-6% -$25.1K 0.01% 671
2025
Q1 		$416K Sell
15,536
-3,753
-19% -$100K 0.01% 629
2024
Q4 		$513K Sell
19,289
-3,213
-14% -$85.5K 0.01% 568
2024
Q3 		$600K Sell
22,502
-1,629
-7% -$43.3K 0.01% 528
2024
Q2 		$639K Buy
+24,131
New +$638K 0.01% 490

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Clearstead Advisors's IBMN Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 14,596 shares — an estimated $391K sold.

Clearstead Advisors first reported a position in IBMN in Q2 2024 and held it in 6 quarters. The position peaked at $639K in Q2 2024. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Clearstead Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 14,596 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $391K.
  • Clearstead Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2024 and held it in 6 quarters.
  • Clearstead Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $639K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.