Freedom Investment Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Freedom Investment 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
2022 Q4	–	Sell	-9,107	Closed	-$236K	–	746
2022 Q3	$236K	Buy	9,107 +216	+2%	+$5.74K	0.03%	617
2022 Q2	$237K	Sell	8,891 -667	-7%	-$17.6K	0.03%	645
2022 Q1	$255K	Buy	9,558 +164	+2%	+$4.46K	0.02%	658
2021 Q4	$262K	Sell	9,394 -1,099	-10%	-$30.6K	0.02%	721
2021 Q3	$293K	Buy	+10,493	New	+$295K	0.02%	643

Other funds holding IBMN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedom Investment Management's IBMN Position: Q4 2022 in Review

Freedom Investment Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2022, closing a stake of 9,107 shares — an estimated $236K sold.

Freedom Investment Management first reported a position in IBMN in Q3 2021 and held it in 5 quarters. The position peaked at $293K in Q3 2021. 125 funds tracked by Wall St. Rank hold IBMN as of Q4 2022.

Freedom Investment Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Freedom Investment Management sold 9,107 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2022, an estimated $236K.
Freedom Investment Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2021 and held it in 5 quarters.
Freedom Investment Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $293K in Q3 2021.
125 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.