KCM
IBMN

Karp Capital Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Karp Capital Management’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
2021
Q4 		– Sell
-185,637
Closed -$5.19M – 170
2021
Q3 		$5.19M Buy
185,637
+91,394
+97% +$2.57M 0.73% 57
2021
Q2 		$2.64M Buy
+94,243
New +$2.64M 0.39% 82

Other funds holding IBMN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Karp Capital Management's IBMN Position: Q4 2021 in Review

Karp Capital Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2021, closing a stake of 185,637 shares — an estimated $5.19M sold.

Karp Capital Management first reported a position in IBMN in Q2 2021 and held it in 2 quarters. The position peaked at $5.19M in Q3 2021. 83 funds tracked by Wall St. Rank hold IBMN as of Q4 2021.

  • Karp Capital Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Karp Capital Management sold 185,637 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2021, an estimated $5.19M.
  • Karp Capital Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2021 and held it in 2 quarters.
  • Karp Capital Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $5.19M in Q3 2021.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2021.

Based on Karp Capital Management's 13F filing for Q4 2021, filed 4 Feb 2022.