GSEP
IBMN

Golden State Equity Partners’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Golden State Equity Partners’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
2024
Q4 		– Sell
-397
Closed -$10.6K – 641
2024
Q3 		$10.6K Buy
+397
New +$10.6K 0.01% 572

Other funds holding IBMN

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Golden State Equity Partners's IBMN Position: Q4 2024 in Review

Golden State Equity Partners sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2024, closing a stake of 397 shares — an estimated $10.6K sold.

Golden State Equity Partners first reported a position in IBMN in Q3 2024 and held it in 1 quarter. The position peaked at $10.6K in Q3 2024. 166 funds tracked by Wall St. Rank hold IBMN as of Q4 2024.

  • Golden State Equity Partners reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 397 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2024, an estimated $10.6K.
  • Golden State Equity Partners first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $10.6K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.