Garden State Investment Advisory Services’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Garden State Investment Advisory Services’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 Q2	–	Sell	-11,223	Closed	-$300K	–	322
2025 Q1	$300K	Sell	11,223 -6,285	-36%	-$168K	0.1%	187
2024 Q4	$466K	Buy	17,508 +7	+0%	+$186	0.14%	130
2024 Q3	$467K	Sell	17,501 -13,307	-43%	-$354K	0.15%	123
2024 Q2	$816K	Sell	30,808 -270	-0.9%	-$7.13K	0.28%	73
2024 Q1	$822K	Buy	31,078 +3	+0%	+$79	0.3%	74
2023 Q4	$825K	Sell	31,075 -4,503	-13%	-$118K	0.33%	66
2023 Q3	$928K	Buy	35,578 +2,453	+7%	+$64.4K	0.43%	52
2023 Q2	$872K	Buy	33,125 +14,047	+74%	+$370K	0.34%	59
2023 Q1	$508K	Buy	19,078 +1,001	+6%	+$26.5K	0.22%	89
2022 Q4	$477K	Buy	+18,077	New	+$473K	0.28%	85

Other funds holding IBMN

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Garden State Investment Advisory Services's IBMN Position: Q2 2025 in Review

Garden State Investment Advisory Services sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2025, closing a stake of 11,223 shares — an estimated $300K sold.

Garden State Investment Advisory Services first reported a position in IBMN in Q4 2022 and held it in 10 quarters. The position peaked at $928K in Q3 2023. 165 funds tracked by Wall St. Rank hold IBMN as of Q2 2025.

Garden State Investment Advisory Services reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Garden State Investment Advisory Services sold 11,223 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2025, an estimated $300K.
Garden State Investment Advisory Services first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2022 and held it in 10 quarters.
Garden State Investment Advisory Services's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $928K in Q3 2023.
165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2025.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.