MW
IBMN

Members Wealth’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Members Wealth’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
Q1 		$556K Hold
20,771
– – 0.42% 50
2024
Q4 		$554K Buy
+20,771
New +$553K 0.41% 48
2024
Q2 		$555K Buy
+20,771
New +$549K 0.37% 50

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Members Wealth's IBMN Position: Q1 2025 in Review

Members Wealth held its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) position steady in Q1 2025 at 20,771 shares worth $556K. The position accounts for 0.42% of the portfolio, ranked #50.

Members Wealth first reported a position in IBMN in Q2 2024 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold IBMN as of Q1 2025.

  • Members Wealth held 20,771 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $556K as of Q1 2025.
  • Members Wealth left its iShares iBonds Dec 2025 Term Muni Bond ETF share count unchanged in Q1 2025.
  • iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.42% of Members Wealth's portfolio in Q1 2025, its #50 holding.
  • Members Wealth first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2025.

Based on Members Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.