JWCA
IBMN

J.W. Cole Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

J.W. Cole Advisors’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
2022
Q4 		– Sell
-9,319
Closed -$242K – 754
2022
Q3 		$242K Buy
+9,319
New +$247K 0.02% 616

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $377B AUM 19.32% 1-Year Est. Return

J.W. Cole Advisors's IBMN Position: Q4 2022 in Review

J.W. Cole Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2022, closing a stake of 9,319 shares — an estimated $242K sold.

J.W. Cole Advisors first reported a position in IBMN in Q3 2022 and held it in 1 quarter. The position peaked at $242K in Q3 2022. 125 funds tracked by Wall St. Rank hold IBMN as of Q4 2022.

  • J.W. Cole Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 9,319 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2022, an estimated $242K.
  • J.W. Cole Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • J.W. Cole Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $242K in Q3 2022.
  • 125 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2022.

Based on J.W. Cole Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.