ECM
IBMN

Exchange Capital Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Exchange Capital 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
Q2 		$608K Hold
22,710
– – 0.09% 154
2025
Q1 		$607K Sell
22,710
-550
-2% -$14.7K 0.1% 150
2024
Q4 		$619K Buy
23,260
+855
+4% +$22.8K 0.1% 145
2024
Q3 		$597K Buy
22,405
+1,475
+7% +$39.2K 0.1% 145
2024
Q2 		$554K Buy
+20,930
New +$553K 0.09% 147

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Exchange Capital Management's IBMN Position: Q2 2025 in Review

Exchange Capital Management held its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) position steady in Q2 2025 at 22,710 shares worth $608K. The position accounts for 0.09% of the portfolio, ranked #154.

Exchange Capital Management first reported a position in IBMN in Q2 2024 and has held it in 5 quarters since. The position peaked at $619K in Q4 2024. 165 funds tracked by Wall St. Rank hold IBMN as of Q2 2025.

  • Exchange Capital Management held 22,710 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $608K as of Q2 2025.
  • Exchange Capital Management left its iShares iBonds Dec 2025 Term Muni Bond ETF share count unchanged in Q2 2025.
  • iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.09% of Exchange Capital Management's portfolio in Q2 2025, its #154 holding.
  • Exchange Capital Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Exchange Capital Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $619K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.