HSG
IBMN

Helen Stephens Group’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Helen Stephens Group’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
Q4 		– Sell
-22,175
Closed -$594K – 121
2025
Q3 		$594K Buy
+22,175
New +$593K 0.13% 59

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Helen Stephens Group's IBMN Position: Q4 2025 in Review

Helen Stephens Group sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 22,175 shares — an estimated $594K sold.

Helen Stephens Group first reported a position in IBMN in Q3 2025 and held it in 1 quarter. The position peaked at $594K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Helen Stephens Group reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Helen Stephens Group sold 22,175 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $594K.
  • Helen Stephens Group first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2025 and held it in 1 quarter.
  • Helen Stephens Group's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $594K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Helen Stephens Group's 13F filing for Q4 2025, filed 5 Jan 2026.