GFPC
IBMN

Global Financial Private Client’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Global Financial Private Client’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
-5,274
Closed -$141K – 845
2025
Q1 		$141K Sell
5,274
-627
-11% -$16.7K 0.05% 232
2024
Q4 		$157K Sell
5,901
-2,915
-33% -$77.6K 0.06% 219
2024
Q3 		$235K Buy
8,816
+77
+0.9% +$2.05K 0.09% 188
2024
Q2 		$231K Buy
8,739
+207
+2% +$5.47K 0.1% 177
2024
Q1 		$225K Buy
8,532
+31
+0.4% +$821 0.1% 173
2023
Q4 		$226K Sell
8,501
-2,311
-21% -$60.8K 0.11% 166
2023
Q3 		$281K Sell
10,812
-1,762
-14% -$46.3K 0.15% 143
2023
Q2 		$331K Sell
12,574
-593
-5% -$15.6K 0.16% 136
2023
Q1 		$350K Buy
+13,167
New +$349K 0.18% 122

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Global Financial Private Client's IBMN Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2025, closing a stake of 5,274 shares — an estimated $141K sold.

Global Financial Private Client first reported a position in IBMN in Q1 2023 and held it in 9 quarters. The position peaked at $350K in Q1 2023. 165 funds tracked by Wall St. Rank hold IBMN as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5,274 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2025, an estimated $141K.
  • Global Financial Private Client first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2023 and held it in 9 quarters.
  • Global Financial Private Client's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $350K in Q1 2023.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.