CGFA
IBMN

Colton Groome Financial Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Colton Groome Financial 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
Q2 		– Sell
-7,750
Closed -$207K – 139
2025
Q1 		$207K Sell
7,750
-1,830
-19% -$48.9K 0.08% 121
2024
Q4 		$255K Buy
9,580
+1,025
+12% +$27.3K 0.1% 108
2024
Q3 		$228K Buy
8,555
+210
+3% +$5.59K 0.09% 121
2024
Q2 		$221K Sell
8,345
-965
-10% -$25.5K 0.09% 112
2024
Q1 		$246K Sell
9,310
-2,095
-18% -$55.5K 0.1% 103
2023
Q4 		$303K Hold
11,405
– – 0.13% 91
2023
Q3 		$297K Sell
11,405
-1,330
-10% -$34.9K 0.15% 91
2023
Q2 		$335K Sell
12,735
-1,395
-10% -$36.8K 0.16% 89
2023
Q1 		$376K Buy
14,130
+3,835
+37% +$102K 0.18% 94
2022
Q4 		$271K Buy
10,295
+1,150
+13% +$30.1K 0.13% 106
2022
Q3 		$237K Sell
9,145
-150
-2% -$3.98K 0.12% 98
2022
Q2 		$248K Buy
+9,295
New +$246K 0.12% 87

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Colton Groome Financial Advisors's IBMN Position: Q2 2025 in Review

Colton Groome Financial Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2025, closing a stake of 7,750 shares — an estimated $207K sold.

Colton Groome Financial Advisors first reported a position in IBMN in Q2 2022 and held it in 12 quarters. The position peaked at $376K in Q1 2023. 165 funds tracked by Wall St. Rank hold IBMN as of Q2 2025.

  • Colton Groome Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 7,750 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2025, an estimated $207K.
  • Colton Groome Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2022 and held it in 12 quarters.
  • Colton Groome Financial Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $376K in Q1 2023.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.