Klingman & Associates’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Klingman & Associates’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
2024 Q2	–	Sell	-16,351	Closed	-$433K	–	252
2024 Q1	$433K	Sell	16,351 -3,350	-17%	-$88.7K	0.03%	158
2023 Q4	$523K	Sell	19,701 -10,965	-36%	-$288K	0.04%	129
2023 Q3	$800K	Buy	30,666 +1,525	+5%	+$40.1K	0.06%	101
2023 Q2	$767K	Buy	29,141 +4,451	+18%	+$117K	0.06%	106
2023 Q1	$657K	Buy	24,690 +1,800	+8%	+$47.7K	0.06%	108
2022 Q4	$604K	Sell	22,890 -6,190	-21%	-$162K	0.05%	105
2022 Q3	$754K	Buy	29,080 +13,080	+82%	+$347K	0.07%	85
2022 Q2	$426K	Buy	+16,000	New	+$423K	0.04%	121

Other funds holding IBMN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates's IBMN Position: Q2 2024 in Review

Klingman & Associates sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2024, closing a stake of 16,351 shares — an estimated $433K sold.

Klingman & Associates first reported a position in IBMN in Q2 2022 and held it in 8 quarters. The position peaked at $800K in Q3 2023. 154 funds tracked by Wall St. Rank hold IBMN as of Q2 2024.

Klingman & Associates reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Klingman & Associates sold 16,351 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2024, an estimated $433K.
Klingman & Associates first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2022 and held it in 8 quarters.
Klingman & Associates's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $800K in Q3 2023.
154 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2024.

Based on Klingman & Associates's 13F filing for Q2 2024, filed 30 Jul 2024.