Integrated Wealth Concepts’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-307,402
| Closed | -$8.24M | – | 1823 |
|
|
2025
Q3 | $8.24M | Sell |
307,402
-26,711
| -8% | -$715K | 0.07% | 260 |
|
|
2025
Q2 | $8.94M | Sell |
334,113
-5,989
| -2% | -$160K | 0.09% | 205 |
|
|
2025
Q1 | $9.1M | Buy |
340,102
+18,471
| +6% | +$493K | 0.11% | 183 |
|
|
2024
Q4 | $8.56M | Buy |
321,631
+56,718
| +21% | +$1.51M | 0.1% | 196 |
|
|
2024
Q3 | $7.06M | Buy |
264,913
+18,667
| +8% | +$497K | 0.09% | 221 |
|
|
2024
Q2 | $6.52M | Sell |
246,246
-149
| -0.1% | -$3.94K | 0.09% | 219 |
|
|
2024
Q1 | $6.52M | Buy |
246,395
+33,600
| +16% | +$889K | 0.09% | 230 |
|
|
2023
Q4 | $5.65M | Buy |
212,795
+21,308
| +11% | +$560K | 0.09% | 224 |
|
|
2023
Q3 | $4.99M | Sell |
191,487
-6,341
| -3% | -$167K | 0.09% | 231 |
|
|
2023
Q2 | $5.21M | Buy |
197,828
+27,441
| +16% | +$723K | 0.09% | 226 |
|
|
2023
Q1 | $4.53M | Buy |
170,387
+33,989
| +25% | +$900K | 0.09% | 211 |
|
|
2022
Q4 | $3.6M | Buy |
136,398
+109,999
| +417% | +$2.88M | 0.1% | 201 |
|
|
2022
Q3 | $684K | Buy |
26,399
+2,418
| +10% | +$64.2K | 0.02% | 509 |
|
|
2022
Q2 | $639K | Sell |
23,981
-3,599
| -13% | -$95.1K | 0.02% | 535 |
|
|
2022
Q1 | $735K | Sell |
27,580
-2,576
| -9% | -$70.1K | 0.02% | 475 |
|
|
2021
Q4 | $840K | Buy |
30,156
+7,156
| +31% | +$200K | 0.03% | 476 |
|
|
2021
Q3 | $643K | Sell |
23,000
-251
| -1% | -$7.05K | 0.02% | 519 |
|
|
2021
Q2 | $651K | Buy |
23,251
+634
| +3% | +$17.8K | 0.02% | 469 |
|
|
2021
Q1 | $632K | Buy |
+22,617
| New | +$635K | 0.03% | 414 |
|
Other funds holding IBMN
Integrated Wealth Concepts's IBMN Position: Q4 2025 in Review
Integrated Wealth Concepts sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 307,402 shares — an estimated $8.24M sold.
Integrated Wealth Concepts first reported a position in IBMN in Q1 2021 and held it in 19 quarters. The position peaked at $9.1M in Q1 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.
- Integrated Wealth Concepts reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
- Integrated Wealth Concepts sold 307,402 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $8.24M.
- Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2021 and held it in 19 quarters.
- Integrated Wealth Concepts's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $9.1M in Q1 2025.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.
Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.