CFS
IBMN

Commonwealth Financial Services’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Commonwealth Financial Services’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
-9,517
Closed -$255K – 244
2025
Q3 		$255K Sell
9,517
-89
-0.9% -$2.38K 0.04% 188
2025
Q2 		$257K Sell
9,606
-4,010
-29% -$107K 0.05% 175
2025
Q1 		$364K Sell
13,616
-907
-6% -$24.2K 0.07% 131
2024
Q4 		$387K Buy
14,523
+16
+0.1% +$426 0.08% 125
2024
Q3 		$386K Buy
14,507
+1,069
+8% +$28.4K 0.08% 120
2024
Q2 		$356K Sell
13,438
-2,705
-17% -$71.5K 0.07% 118
2024
Q1 		$429K Hold
16,143
– – 0.1% 102
2023
Q4 		$429K Buy
16,143
+5,782
+56% +$152K 0.1% 101
2023
Q3 		$270K Buy
+10,361
New +$272K 0.08% 143

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Commonwealth Financial Services's IBMN Position: Q4 2025 in Review

Commonwealth Financial Services sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 9,517 shares — an estimated $255K sold.

Commonwealth Financial Services first reported a position in IBMN in Q3 2023 and held it in 9 quarters. The position peaked at $429K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Commonwealth Financial Services reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Financial Services sold 9,517 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $255K.
  • Commonwealth Financial Services first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2023 and held it in 9 quarters.
  • Commonwealth Financial Services's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $429K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Commonwealth Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.