Kades & Cheifetz’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Kades & Cheifetz’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 Q4	$577K	Buy	21,667 +1,111	+5%	+$29.6K	0.3%	62
2024 Q3	$548K	Buy	20,556 +1,370	+7%	+$36.4K	0.31%	61
2024 Q2	$508K	Sell	19,186 -2,068	-10%	-$54.6K	0.32%	59
2024 Q1	$562K	Buy	21,254 +70	+0.3%	+$1.85K	0.36%	53
2023 Q4	$562K	Buy	21,184 +132	+0.6%	+$3.47K	0.4%	50
2023 Q3	$549K	Sell	21,052 -9	-0%	-$236	0.43%	46
2023 Q2	$555K	Hold	21,061	–	–	0.43%	47
2023 Q1	$560K	Sell	21,061 -3,100	-13%	-$82.1K	0.44%	45
2022 Q4	$637K	Buy	+24,161	New	+$632K	0.53%	40

Other funds holding IBMN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kades & Cheifetz's IBMN Position: Q4 2024 in Review

Kades & Cheifetz increased its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 5.4% in Q4 2024, buying an estimated $29.6K and bringing the position to 21,667 shares worth $577K. The position accounts for 0.3% of the portfolio, ranked #62.

Kades & Cheifetz first reported a position in IBMN in Q4 2022 and has held it in 9 quarters since. The position peaked at $637K in Q4 2022. 166 funds tracked by Wall St. Rank hold IBMN as of Q4 2024.

Kades & Cheifetz held 21,667 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $577K as of Q4 2024.
Kades & Cheifetz bought 1,111 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2024, an estimated $29.6K.
iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.3% of Kades & Cheifetz's portfolio in Q4 2024, its #62 holding.
Kades & Cheifetz first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $637K in Q4 2022.
166 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.