Kovitz Investment Group Partners
IBMN

Kovitz Investment Group Partners’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Kovitz Investment Group Partners’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
-49,444
Closed -$1.32M – 842
2025
Q3 		$1.32M Buy
49,444
+16,627
+51% +$445K 0.01% 764
2025
Q2 		$878K Buy
32,817
+12,297
+60% +$328K ﹤0.01% 828
2025
Q1 		$549K Buy
+20,520
New +$548K ﹤0.01% 879

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Kovitz Investment Group Partners's IBMN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 49,444 shares — an estimated $1.32M sold.

Kovitz Investment Group Partners first reported a position in IBMN in Q1 2025 and held it in 3 quarters. The position peaked at $1.32M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 49,444 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.32M.
  • Kovitz Investment Group Partners first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.32M 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 Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.