MML Investors Services
IBMN

MML Investors Services’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

MML Investors Services’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
2022
Q3 		– Sell
-7,663
Closed -$204K – 2108
2022
Q2 		$204K Buy
+7,663
New +$203K ﹤0.01% 1902
2021
Q4 		– Sell
-11,710
Closed -$327K – 2039
2021
Q3 		$327K Buy
+11,710
New +$329K ﹤0.01% 1593

Other funds holding IBMN

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services's IBMN Position: Q3 2022 in Review

MML Investors Services sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2022, closing a stake of 7,663 shares — an estimated $204K sold.

MML Investors Services first reported a position in IBMN in Q3 2021 and held it in 2 quarters. The position peaked at $327K in Q3 2021. 107 funds tracked by Wall St. Rank hold IBMN as of Q3 2022.

  • MML Investors Services reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • MML Investors Services sold 7,663 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2022, an estimated $204K.
  • MML Investors Services first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2021 and held it in 2 quarters.
  • MML Investors Services's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $327K in Q3 2021.
  • 107 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2022.

Based on MML Investors Services's 13F filing for Q3 2022, filed 14 Nov 2022.