EC
IBMN

Estate Counselors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Estate Counselors’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
2020
Q3 		– Sell
-65,100
Closed -$1.8M – 131
2020
Q2 		$1.8M Buy
65,100
+6,550
+11% +$180K 0.29% 60
2020
Q1 		$1.58M Buy
+58,550
New +$1.59M 0.26% 61

Other funds holding IBMN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Estate Counselors's IBMN Position: Q3 2020 in Review

Estate Counselors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2020, closing a stake of 65,100 shares — an estimated $1.8M sold.

Estate Counselors first reported a position in IBMN in Q1 2020 and held it in 2 quarters. The position peaked at $1.8M in Q2 2020. 52 funds tracked by Wall St. Rank hold IBMN as of Q3 2020.

  • Estate Counselors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Estate Counselors sold 65,100 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2020, an estimated $1.8M.
  • Estate Counselors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2020 and held it in 2 quarters.
  • Estate Counselors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.8M in Q2 2020.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2020.

Based on Estate Counselors's 13F filing for Q3 2020, filed 28 Oct 2020.