D.A. Davidson & Co’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

D.A. Davidson & Co’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
2021 Q4	–	Sell	-7,900	Closed	-$221K	–	1286
2021 Q3	$221K	Buy	+7,900	New	+$222K	﹤0.01%	1121
2021 Q1	–	Sell	-15,580	Closed	-$439K	–	1163
2020 Q4	$439K	Hold	15,580	–	–	0.01%	753
2020 Q3	$438K	Hold	15,580	–	–	0.01%	653
2020 Q2	$434K	Sell	15,580 -2,193	-12%	-$60.2K	0.01%	644
2020 Q1	$481K	Buy	+17,773	New	+$484K	0.01%	601

Other funds holding IBMN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

ACM

Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.A. Davidson & Co's IBMN Position: Q4 2021 in Review

D.A. Davidson & Co sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2021, closing a stake of 7,900 shares — an estimated $221K sold.

D.A. Davidson & Co first reported a position in IBMN in Q1 2020 and held it in 5 quarters. The position peaked at $481K in Q1 2020. 83 funds tracked by Wall St. Rank hold IBMN as of Q4 2021.

D.A. Davidson & Co reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
D.A. Davidson & Co sold 7,900 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2021, an estimated $221K.
D.A. Davidson & Co first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2020 and held it in 5 quarters.
D.A. Davidson & Co's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $481K in Q1 2020.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2021.

Based on D.A. Davidson & Co's 13F filing for Q4 2021, filed 31 Jan 2022.