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

Kestra Private Wealth 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 Q4	–	Sell	-52,571	Closed	-$1.41M	–	1764
2025 Q3	$1.41M	Buy	52,571 +2,200	+4%	+$58.9K	0.02%	643
2025 Q2	$1.35M	Buy	50,371 +3,850	+8%	+$103K	0.02%	616
2025 Q1	$1.24M	Buy	46,521 +8,025	+21%	+$214K	0.02%	601
2024 Q4	$1.02M	Buy	38,496 +11,700	+44%	+$311K	0.02%	641
2024 Q3	$714K	Buy	26,796 +211	+0.8%	+$5.61K	0.01%	741
2024 Q2	$704K	Buy	+26,585	New	+$702K	0.01%	700

Other funds holding IBMN

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

Kestra Private Wealth Services's IBMN Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 52,571 shares — an estimated $1.41M sold.

Kestra Private Wealth Services first reported a position in IBMN in Q2 2024 and held it in 6 quarters. The position peaked at $1.41M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 52,571 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.41M.
Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2024 and held it in 6 quarters.
Kestra Private Wealth Services's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.41M in Q3 2025.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.