HW
IBMN

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

Hedeker 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
2023
Q3 		– Sell
-42,358
Closed -$1.12M – 91
2023
Q2 		$1.12M Sell
42,358
-23,160
-35% -$611K 0.37% 73
2023
Q1 		$1.74M Sell
65,518
-941
-1% -$24.9K 0.62% 65
2022
Q4 		$1.75M Buy
+66,459
New +$1.74M 0.65% 62

Other funds holding IBMN

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hedeker Wealth's IBMN Position: Q3 2023 in Review

Hedeker Wealth sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2023, closing a stake of 42,358 shares — an estimated $1.12M sold.

Hedeker Wealth first reported a position in IBMN in Q4 2022 and held it in 3 quarters. The position peaked at $1.75M in Q4 2022. 136 funds tracked by Wall St. Rank hold IBMN as of Q3 2023.

  • Hedeker Wealth reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Hedeker Wealth sold 42,358 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2023, an estimated $1.12M.
  • Hedeker Wealth first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2022 and held it in 3 quarters.
  • Hedeker Wealth's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.75M in Q4 2022.
  • 136 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2023.

Based on Hedeker Wealth's 13F filing for Q3 2023, filed 7 Nov 2023.