HIP
IBMN

HUB Investment Partners’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

HUB Investment 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
Q2 		– Sell
-17,562
Closed -$465K – 522
2024
Q1 		$465K Hold
17,562
– – 0.03% 289
2023
Q4 		$466K Buy
+17,562
New +$462K 0.03% 254

Other funds holding IBMN

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HUB Investment Partners's IBMN Position: Q2 2024 in Review

HUB Investment Partners sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2024, closing a stake of 17,562 shares — an estimated $465K sold.

HUB Investment Partners first reported a position in IBMN in Q4 2023 and held it in 2 quarters. The position peaked at $466K in Q4 2023. 154 funds tracked by Wall St. Rank hold IBMN as of Q2 2024.

  • HUB Investment Partners reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • HUB Investment Partners sold 17,562 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2024, an estimated $465K.
  • HUB Investment Partners first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2023 and held it in 2 quarters.
  • HUB Investment Partners's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $466K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2024.

Based on HUB Investment Partners's 13F filing for Q2 2024, filed 9 Aug 2024.