CG
IBMN

Colony Group’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Colony Group’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
2023
Q3 		$57.4M Buy
2,201,352
+136,971
+7% +$3.6M 0.86% 20
2023
Q2 		$54.4M Buy
2,064,381
+2,055,381
+22,838% +$54.2M 0.77% 25
2023
Q1 		$239K Sell
9,000
-500
-5% -$13.2K ﹤0.01% 708
2022
Q4 		$251K Buy
+9,500
New +$249K ﹤0.01% 747

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Colony Group's IBMN Position: Q3 2023 in Review

Colony Group increased its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 6.6% in Q3 2023, buying an estimated $3.6M and bringing the position to 2,201,352 shares worth $57.4M. The position accounts for 0.86% of the portfolio, ranked #20.

Colony Group first reported a position in IBMN in Q4 2022 and has held it in 4 quarters since. 136 funds tracked by Wall St. Rank hold IBMN as of Q3 2023.

  • Colony Group held 2,201,352 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $57.4M as of Q3 2023.
  • Colony Group bought 136,971 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2023, an estimated $3.6M.
  • iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.86% of Colony Group's portfolio in Q3 2023, its #20 holding.
  • Colony Group first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • 136 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.