Fidelity Investments
IBMN

Fidelity Investments’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Fidelity Investments’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
2024
Q3 		– Sell
-1
Closed -$26 – 5601
2024
Q2 		$26 Hold
1
– – ﹤0.01% 5144
2024
Q1 		$26 Buy
+1
New +$26 ﹤0.01% 5141
2020
Q1 		– Sell
-1
Closed – – 3924
2019
Q4 		$0 Buy
+1
New +$27 ﹤0.01% 4008

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments's IBMN Position: Q3 2024 in Review

Fidelity Investments sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2024, closing a stake of 1 share — an estimated $26 sold.

Fidelity Investments first reported a position in IBMN in Q4 2019 and held it in 3 quarters. The position peaked at $26 in Q2 2024. 154 funds tracked by Wall St. Rank hold IBMN as of Q3 2024.

  • Fidelity Investments reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 iShares iBonds Dec 2025 Term Muni Bond ETF share in Q3 2024, an estimated $26.
  • Fidelity Investments first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2019 and held it in 3 quarters.
  • Fidelity Investments's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $26 in Q2 2024.
  • 154 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.