Focus Partners Wealth’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Focus Partners Wealth’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	-73,822	Closed	-$1.98M	–	2747
2025 Q3	$1.98M	Sell	73,822 -3,633	-5%	-$97.2K	﹤0.01%	1018
2025 Q2	$2.07M	Sell	77,455 -4,891	-6%	-$131K	﹤0.01%	894
2025 Q1	$2.2M	Sell	82,346 -5,637	-6%	-$150K	0.01%	822
2024 Q4	$2.34M	Buy	87,983 +1,579	+2%	+$42K	0.01%	797
2024 Q3	$2.3M	Sell	86,404 -718,162	-89%	-$19.1M	0.01%	741
2024 Q2	$21.3M	Sell	804,566 -1,448,817	-64%	-$38.3M	0.07%	235
2024 Q1	$59.6M	Sell	2,253,383 -81,963	-4%	-$2.17M	0.48%	48
2023 Q4	$62M	Buy	+2,335,346	New	+$61.4M	0.81%	21

Other funds holding IBMN

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

Focus Partners Wealth's IBMN Position: Q4 2025 in Review

Focus Partners Wealth sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 73,822 shares — an estimated $1.98M sold.

Focus Partners Wealth first reported a position in IBMN in Q4 2023 and held it in 8 quarters. The position peaked at $62M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Focus Partners Wealth reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Focus Partners Wealth sold 73,822 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.98M.
Focus Partners Wealth first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2023 and held it in 8 quarters.
Focus Partners Wealth's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $62M in Q4 2023.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.