Envestnet Asset Management
IBMN

Envestnet Asset Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Envestnet Asset 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
-131,744
Closed -$3.53M – 4555
2025
Q3 		$3.53M Sell
131,744
-163,290
-55% -$4.37M ﹤0.01% 2496
2025
Q2 		$7.9M Sell
295,034
-564,530
-66% -$15.1M ﹤0.01% 1897
2025
Q1 		$23M Sell
859,564
-77,494
-8% -$2.07M 0.01% 1102
2024
Q4 		$24.9M Buy
937,058
+59,563
+7% +$1.59M 0.01% 1069
2024
Q3 		$23.4M Buy
877,495
+38,599
+5% +$1.03M 0.01% 1081
2024
Q2 		$22.2M Buy
838,896
+24,882
+3% +$657K 0.01% 1069
2024
Q1 		$21.5M Buy
814,014
+21,651
+3% +$573K 0.01% 1061
2023
Q4 		$21M Buy
792,363
+18,687
+2% +$491K 0.01% 1010
2023
Q3 		$20.2M Sell
773,676
-2,612
-0.3% -$68.6K 0.01% 965
2023
Q2 		$20.4M Sell
776,288
-8,525
-1% -$225K 0.01% 917
2023
Q1 		$20.9M Buy
784,813
+33,755
+4% +$894K 0.01% 860
2022
Q4 		$19.8M Buy
751,058
+90,470
+14% +$2.37M 0.01% 861
2022
Q3 		$17.1M Buy
660,588
+84,863
+15% +$2.25M 0.01% 858
2022
Q2 		$15.3M Buy
575,725
+274,903
+91% +$7.27M 0.01% 929
2022
Q1 		$8.02M Buy
300,822
+7,522
+3% +$205K ﹤0.01% 1333
2021
Q4 		$8.17M Buy
293,300
+27,407
+10% +$764K ﹤0.01% 1298
2021
Q3 		$7.43M Buy
265,893
+26,248
+11% +$737K ﹤0.01% 1305
2021
Q2 		$6.71M Buy
239,645
+20,258
+9% +$568K ﹤0.01% 1347
2021
Q1 		$6.13M Buy
219,387
+43,210
+25% +$1.21M ﹤0.01% 1317
2020
Q4 		$4.96M Buy
176,177
+13,737
+8% +$386K ﹤0.01% 1280
2020
Q3 		$4.57M Buy
+162,440
New +$4.56M ﹤0.01% 1218

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Envestnet Asset Management's IBMN Position: Q4 2025 in Review

Envestnet Asset Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 131,744 shares — an estimated $3.53M sold.

Envestnet Asset Management first reported a position in IBMN in Q3 2020 and held it in 21 quarters. The position peaked at $24.9M in Q4 2024. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Envestnet Asset Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 131,744 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $3.53M.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2020 and held it in 21 quarters.
  • Envestnet Asset Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $24.9M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.