IAIM
IBMN

International Assets Investment Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

International Assets Investment Management’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
Q3 		– Sell
-1,976
Closed -$52.3K – 2152
2024
Q2 		$52.3K Buy
+1,976
New +$52.2K ﹤0.01% 1157

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 $424B AUM 22.96% 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 $1.89B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

International Assets Investment Management's IBMN Position: Q3 2024 in Review

International Assets Investment Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2024, closing a stake of 1,976 shares — an estimated $52.3K sold.

International Assets Investment Management first reported a position in IBMN in Q2 2024 and held it in 1 quarter. The position peaked at $52.3K in Q2 2024. 154 funds tracked by Wall St. Rank hold IBMN as of Q3 2024.

  • International Assets Investment Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 1,976 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2024, an estimated $52.3K.
  • International Assets Investment Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $52.3K in Q2 2024.
  • 154 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.