Horan Securities’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Horan Securities’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	$406K	Hold	15,160	–	–	0.14%	90
2025 Q1	$406K	Hold	15,160	–	–	0.15%	84
2024 Q4	$403K	Sell	15,160 -3,528	-19%	-$93.9K	0.15%	76
2024 Q3	$498K	Hold	18,688	–	–	0.19%	62
2024 Q2	$495K	Buy	18,688 +3,058	+20%	+$80.8K	0.21%	50
2024 Q1	$414K	Buy	15,630 +4,082	+35%	+$108K	0.2%	53
2023 Q4	$307K	Buy	11,548 +2,253	+24%	+$59.2K	0.15%	72
2023 Q3	$242K	Hold	9,295	–	–	0.13%	85
2023 Q2	$245K	Sell	9,295 -249	-3%	-$6.56K	0.1%	103
2023 Q1	$254K	Buy	9,544 +4,435	+87%	+$117K	0.13%	80
2022 Q4	$135K	Buy	+5,109	New	+$134K	0.08%	123

Other funds holding IBMN

Bank of America

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

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 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

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

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return