Lido Advisors
IBMN

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

Lido 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
-368,223
Closed -$9.86M – 1934
2025
Q3 		$9.86M Buy
368,223
+55,928
+18% +$1.5M 0.03% 310
2025
Q2 		$8.36M Buy
312,295
+35,002
+13% +$935K 0.03% 279
2025
Q1 		$7.42M Buy
277,293
+125,895
+83% +$3.36M 0.03% 276
2024
Q4 		$4.03M Buy
151,398
+83,485
+123% +$2.22M 0.02% 375
2024
Q3 		$1.81M Buy
67,913
+19,170
+39% +$510K 0.01% 496
2024
Q2 		$1.29M Sell
48,743
-783
-2% -$20.7K 0.01% 571
2024
Q1 		$1.31M Sell
49,526
-4,725
-9% -$125K 0.01% 554
2023
Q4 		$1.44M Buy
54,251
+14,356
+36% +$377K 0.01% 501
2023
Q3 		$1.04M Buy
39,895
+12,535
+46% +$329K 0.01% 528
2023
Q2 		$721K Sell
27,360
-4,762
-15% -$126K 0.01% 622
2023
Q1 		$855K Buy
+32,122
New +$850K 0.01% 515

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

Lido Advisors's IBMN Position: Q4 2025 in Review

Lido Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 368,223 shares — an estimated $9.86M sold.

Lido Advisors first reported a position in IBMN in Q1 2023 and held it in 11 quarters. The position peaked at $9.86M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Lido Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Lido Advisors sold 368,223 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $9.86M.
  • Lido Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2023 and held it in 11 quarters.
  • Lido Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $9.86M 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 Lido Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.