Jones Financial Companies
IBMN

Jones Financial Companies’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Jones Financial Companies’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
-5,814
Closed -$156K – 4499
2025
Q3 		$156K Buy
5,814
+3,861
+198% +$103K ﹤0.01% 1889
2025
Q2 		$52.3K Buy
1,953
+810
+71% +$21.6K ﹤0.01% 2207
2025
Q1 		$30.6K Buy
1,143
+143
+14% +$3.82K ﹤0.01% 2263
2024
Q4 		$26.6K Buy
+1,000
New +$26.6K ﹤0.01% 2129

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Jones Financial Companies's IBMN Position: Q4 2025 in Review

Jones Financial Companies sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 5,814 shares — an estimated $156K sold.

Jones Financial Companies first reported a position in IBMN in Q4 2024 and held it in 4 quarters. The position peaked at $156K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Jones Financial Companies reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 5,814 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $156K.
  • Jones Financial Companies first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2024 and held it in 4 quarters.
  • Jones Financial Companies's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $156K 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 Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.