FGAM
IBMN

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

Financial Gravity 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
2021
Q3 		– Sell
-342
Closed -$27K – 975
2021
Q2 		$27K Buy
+342
New +$9.58K 0.01% 739

Other funds holding IBMN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Financial Gravity Asset Management's IBMN Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2021, closing a stake of 342 shares — an estimated $27K sold.

Financial Gravity Asset Management first reported a position in IBMN in Q2 2021 and held it in 1 quarter. The position peaked at $27K in Q2 2021. 79 funds tracked by Wall St. Rank hold IBMN as of Q3 2021.

  • Financial Gravity Asset Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 342 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2021, an estimated $27K.
  • Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2021 and held it in 1 quarter.
  • Financial Gravity Asset Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $27K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.