JBA
IBMN

Johnson Bixby & Associates’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Johnson Bixby & Associates’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
-7,665
Closed -$205K – 127
2025
Q3 		$205K Hold
7,665
– – 0.03% 118
2025
Q2 		$205K Hold
7,665
– – 0.03% 119
2025
Q1 		$205K Sell
7,665
-3,450
-31% -$92.1K 0.03% 110
2024
Q4 		$296K Hold
11,115
– – 0.05% 94
2024
Q3 		$296K Hold
11,115
– – 0.05% 92
2024
Q2 		$294K Hold
11,115
– – 0.05% 91
2024
Q1 		$294K Hold
11,115
– – 0.05% 91
2023
Q4 		$295K Buy
+11,115
New +$292K 0.06% 86

Other funds holding IBMN

IA
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

Johnson Bixby & Associates's IBMN Position: Q4 2025 in Review

Johnson Bixby & Associates sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 7,665 shares — an estimated $205K sold.

Johnson Bixby & Associates first reported a position in IBMN in Q4 2023 and held it in 8 quarters. The position peaked at $296K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Johnson Bixby & Associates reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Johnson Bixby & Associates sold 7,665 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $205K.
  • Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2023 and held it in 8 quarters.
  • Johnson Bixby & Associates's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $296K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Johnson Bixby & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.