KCM
IBMN

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

Kathmere 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
2025
Q4 		– Sell
-504,553
Closed -$13.5M – 585
2025
Q3 		$13.5M Sell
504,553
-5
-0% -$134 0.96% 25
2025
Q2 		$13.5M Sell
504,558
-22,149
-4% -$591K 1.04% 26
2025
Q1 		$14.1M Sell
526,707
-90,072
-15% -$2.4M 1.2% 22
2024
Q4 		$16.4M Buy
616,779
+12,010
+2% +$320K 1.47% 18
2024
Q3 		$16.1M Sell
604,769
-53,031
-8% -$1.41M 1.51% 21
2024
Q2 		$17.4M Buy
657,800
+23,653
+4% +$625K 1.84% 15
2024
Q1 		$16.8M Buy
634,147
+53,108
+9% +$1.41M 1.92% 19
2023
Q4 		$15.4M Buy
581,039
+477,392
+461% +$12.5M 2% 19
2023
Q3 		$2.7M Buy
+103,647
New +$2.72M 0.4% 45

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

Kathmere Capital Management's IBMN Position: Q4 2025 in Review

Kathmere Capital Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 504,553 shares — an estimated $13.5M sold.

Kathmere Capital Management first reported a position in IBMN in Q3 2023 and held it in 9 quarters. The position peaked at $17.4M in Q2 2024. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Kathmere Capital Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kathmere Capital Management sold 504,553 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $13.5M.
  • Kathmere Capital Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2023 and held it in 9 quarters.
  • Kathmere Capital Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $17.4M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Kathmere Capital Management's 13F filing for Q4 2025, filed 13 Jan 2026.