Cypress Point Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Cypress Point Wealth Management’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	-113,000	Closed	-$3.03M	–	94
2025 Q3	$3.03M	Hold	113,000	–	–	0.61%	22
2025 Q2	$3.02M	Hold	113,000	–	–	0.74%	21
2025 Q1	$3.02M	Hold	113,000	–	–	0.96%	20
2024 Q4	$3.01M	Hold	113,000	–	–	0.94%	20
2024 Q3	$3.01M	Hold	113,000	–	–	1.18%	23
2024 Q2	$2.99M	Hold	113,000	–	–	1.42%	16
2024 Q1	$2.99M	Hold	113,000	–	–	1.53%	14
2023 Q4	$3M	Buy	+113,000	New	+$2.97M	2.23%	12

Other funds holding IBMN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Cypress Point Wealth Management's IBMN Position: Q4 2025 in Review

Cypress Point Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 113,000 shares — an estimated $3.03M sold.

Cypress Point Wealth Management first reported a position in IBMN in Q4 2023 and held it in 8 quarters. The position peaked at $3.03M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Cypress Point Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Cypress Point Wealth Management sold 113,000 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $3.03M.
Cypress Point Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2023 and held it in 8 quarters.
Cypress Point Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $3.03M in Q3 2025.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Cypress Point Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.