LIA
IBMN

LBMC Investment Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

LBMC Investment Advisors’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
-265,437
Closed -$7.11M – 231
2025
Q3 		$7.11M Sell
265,437
-9,371
-3% -$251K 0.45% 35
2025
Q2 		$7.35M Buy
274,808
+252
+0.1% +$6.73K 0.52% 31
2025
Q1 		$7.34M Buy
274,556
+4,846
+2% +$129K 0.57% 29
2024
Q4 		$7.18M Buy
269,710
+10,504
+4% +$280K 0.57% 28
2024
Q3 		$6.91M Buy
259,206
+48,232
+23% +$1.28M 0.55% 27
2024
Q2 		$5.59M Buy
210,974
+17,114
+9% +$452K 0.48% 27
2024
Q1 		$5.13M Buy
193,860
+91,189
+89% +$2.41M 0.44% 29
2023
Q4 		$2.73M Buy
102,671
+41
+0% +$1.08K 0.26% 33
2023
Q3 		$2.67M Buy
102,630
+3,837
+4% +$101K 0.28% 33
2023
Q2 		$2.6M Buy
98,793
+11
+0% +$290 0.26% 33
2023
Q1 		$2.63M Buy
98,782
+52,527
+114% +$1.39M 0.27% 33
2022
Q4 		$1.22M Buy
46,255
+25,600
+124% +$670K 0.13% 46
2022
Q3 		$535K Buy
+20,655
New +$548K 0.06% 77

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LBMC Investment Advisors's IBMN Position: Q4 2025 in Review

LBMC Investment Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 265,437 shares — an estimated $7.11M sold.

LBMC Investment Advisors first reported a position in IBMN in Q3 2022 and held it in 13 quarters. The position peaked at $7.35M in Q2 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • LBMC Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LBMC Investment Advisors sold 265,437 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $7.11M.
  • LBMC Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2022 and held it in 13 quarters.
  • LBMC Investment Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $7.35M in Q2 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on LBMC Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.