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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Horan Securities's IBMN Position: Q2 2025 in Review

Horan Securities held its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) position steady in Q2 2025 at 15,160 shares worth $406K. The position accounts for 0.14% of the portfolio, ranked #90.

Horan Securities first reported a position in IBMN in Q4 2022 and has held it in 11 quarters since. The position peaked at $498K in Q3 2024. 165 funds tracked by Wall St. Rank hold IBMN as of Q2 2025.

Horan Securities held 15,160 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $406K as of Q2 2025.
Horan Securities left its iShares iBonds Dec 2025 Term Muni Bond ETF share count unchanged in Q2 2025.
iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.14% of Horan Securities's portfolio in Q2 2025, its #90 holding.
Horan Securities first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2022 and has held it in 11 quarters since.
Horan Securities's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $498K in Q3 2024.
165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.