KIM
IBMN

Kestra Investment Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Kestra Investment 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
Q1 		– Sell
-140
Closed -$3.72K – 1160
2024
Q4 		$3.72K Buy
+140
New +$3.73K ﹤0.01% 951

Other funds holding IBMN

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Kestra Investment Management's IBMN Position: Q1 2025 in Review

Kestra Investment Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2025, closing a stake of 140 shares — an estimated $3.72K sold.

Kestra Investment Management first reported a position in IBMN in Q4 2024 and held it in 1 quarter. The position peaked at $3.72K in Q4 2024. 165 funds tracked by Wall St. Rank hold IBMN as of Q1 2025.

  • Kestra Investment Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 140 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2025, an estimated $3.72K.
  • Kestra Investment Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $3.72K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.