CPWM
IBMN

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

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