JFS Wealth Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

JFS Wealth 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
2025 Q4	–	Sell	-68	Closed	-$1.82K	–	1950
2025 Q3	$1.82K	Hold	68	–	–	﹤0.01%	1459
2025 Q2	$1.82K	Buy	+68	New	+$1.82K	﹤0.01%	1418

Other funds holding IBMN

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JFS Wealth Advisors's IBMN Position: Q4 2025 in Review

JFS Wealth Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 68 shares — an estimated $1.82K sold.

JFS Wealth Advisors first reported a position in IBMN in Q2 2025 and held it in 2 quarters. The position peaked at $1.82K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

JFS Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
JFS Wealth Advisors sold 68 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.82K.
JFS Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2025 and held it in 2 quarters.
JFS Wealth Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.82K in Q3 2025.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.