LB
IBMN

Leo Brokerage’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Leo Brokerage’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
2023
Q2 		$2.35M Buy
89,258
+979
+1% +$25.8K 0.27% 63
2023
Q1 		$2.35M Buy
+88,279
New +$2.34M 0.35% 53

Other funds holding IBMN

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Leo Brokerage's IBMN Position: Q2 2023 in Review

Leo Brokerage increased its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 1.1% in Q2 2023, buying an estimated $25.8K and bringing the position to 89,258 shares worth $2.35M. The position accounts for 0.27% of the portfolio, ranked #63.

Leo Brokerage first reported a position in IBMN in Q1 2023 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold IBMN as of Q2 2023.

  • Leo Brokerage held 89,258 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $2.35M as of Q2 2023.
  • Leo Brokerage bought 979 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2023, an estimated $25.8K.
  • iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.27% of Leo Brokerage's portfolio in Q2 2023, its #63 holding.
  • Leo Brokerage first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.