KAS
IBMN

Kestra Advisory Services’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Kestra Advisory Services’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
Q3 		– Sell
-8,079
Closed -$216K – 2956
2025
Q2 		$216K Buy
8,079
+530
+7% +$14.2K ﹤0.01% 2611
2025
Q1 		$202K Buy
7,549
+26
+0.3% +$694 ﹤0.01% 2470
2024
Q4 		$200K Buy
+7,523
New +$200K ﹤0.01% 2485

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Advisory Services's IBMN Position: Q3 2025 in Review

Kestra Advisory Services sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2025, closing a stake of 8,079 shares — an estimated $216K sold.

Kestra Advisory Services first reported a position in IBMN in Q4 2024 and held it in 3 quarters. The position peaked at $216K in Q2 2025. 158 funds tracked by Wall St. Rank hold IBMN as of Q3 2025.

  • Kestra Advisory Services reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 8,079 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2025, an estimated $216K.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • Kestra Advisory Services's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $216K in Q2 2025.
  • 158 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2025.

Based on Kestra Advisory Services's 13F filing for Q3 2025, filed 14 Nov 2025.