Droms Strauss Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Droms Strauss 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	-8,593	Closed	-$230K	–	72
2025 Q1	$230K	Buy	8,593 +1,067	+14%	+$28.5K	0.08%	60
2024 Q4	$200K	Buy	+7,526	New	+$200K	0.07%	71
2024 Q1	–	Sell	-45,449	Closed	-$1.21M	–	64
2023 Q4	$1.21M	Sell	45,449 -2,085	-4%	-$54.8K	0.47%	37
2023 Q3	$1.24M	Buy	47,534 +412	+0.9%	+$10.8K	0.53%	29
2023 Q2	$1.24M	Buy	47,122 +6,111	+15%	+$161K	0.52%	29
2023 Q1	$1.09M	Buy	41,011 +6,421	+19%	+$170K	0.49%	31
2022 Q4	$913K	Buy	34,590 +1,004	+3%	+$26.3K	0.42%	37
2022 Q3	$867K	Buy	33,586 +16,342	+95%	+$434K	0.43%	30
2022 Q2	$461K	Buy	+17,244	New	+$456K	0.23%	43

Other funds holding IBMN

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

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

Droms Strauss Advisors's IBMN Position: Q2 2025 in Review

Droms Strauss Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2025, closing a stake of 8,593 shares — an estimated $230K sold.

Droms Strauss Advisors first reported a position in IBMN in Q2 2022 and held it in 9 quarters. The position peaked at $1.24M in Q3 2023. 165 funds tracked by Wall St. Rank hold IBMN as of Q2 2025.

Droms Strauss Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Droms Strauss Advisors sold 8,593 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2025, an estimated $230K.
Droms Strauss Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2022 and held it in 9 quarters.
Droms Strauss Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.24M in Q3 2023.
165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2025.

Based on Droms Strauss Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.