Financial Engines Advisors
IBMN

Financial Engines Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Financial Engines 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
Q4 		– Sell
-52,168
Closed -$1.4M – 549
2025
Q3 		$1.4M Buy
52,168
+5,476
+12% +$147K ﹤0.01% 271
2025
Q2 		$1.25M Buy
46,692
+6,993
+18% +$187K ﹤0.01% 269
2025
Q1 		$1.06M Sell
39,699
-2,564
-6% -$68.4K ﹤0.01% 254
2024
Q4 		$1.12M Buy
42,263
+1,817
+4% +$48.4K ﹤0.01% 248
2024
Q3 		$1.08M Buy
40,446
+21,472
+113% +$571K ﹤0.01% 230
2024
Q2 		$503K Buy
18,974
+7,662
+68% +$202K ﹤0.01% 259
2024
Q1 		$299K Buy
11,312
+3,768
+50% +$99.7K ﹤0.01% 290
2023
Q4 		$200K Buy
+7,544
New +$198K ﹤0.01% 308

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Financial Engines Advisors's IBMN Position: Q4 2025 in Review

Financial Engines Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 52,168 shares — an estimated $1.4M sold.

Financial Engines Advisors first reported a position in IBMN in Q4 2023 and held it in 8 quarters. The position peaked at $1.4M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Financial Engines Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 52,168 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.4M.
  • Financial Engines Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2023 and held it in 8 quarters.
  • Financial Engines Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.4M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Financial Engines Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.