KCA
IBMN

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

Karn Couzens & 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
2022
Q1 		$239K Buy
+8,973
New +$244K 0.15% 79

Other funds holding IBMN

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Karn Couzens & Associates's IBMN Position: Q1 2022 in Review

Karn Couzens & Associates opened a new position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2022: 8,973 shares worth $239K. The stake represents 0.15% of the portfolio and ranks #79 among its holdings.

86 funds tracked by Wall St. Rank hold IBMN as of Q1 2022.

  • Karn Couzens & Associates held 8,973 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $239K as of Q1 2022.
  • iShares iBonds Dec 2025 Term Muni Bond ETF was a new Karn Couzens & Associates position in Q1 2022.
  • iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.15% of Karn Couzens & Associates's portfolio in Q1 2022, its #79 holding.
  • 86 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.