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

Modern Wealth Management’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	-44,260	Closed	-$1.19M	–	869
2025 Q3	$1.19M	Buy	44,260 +777	+2%	+$20.8K	0.02%	359
2025 Q2	$1.16M	Buy	43,483 +6,603	+18%	+$176K	0.03%	342
2025 Q1	$987K	Sell	36,880 -2,470	-6%	-$65.9K	0.03%	303
2024 Q4	$1.05M	Buy	39,350 +14,729	+60%	+$392K	0.04%	250
2024 Q3	$656K	Buy	24,621 +4,099	+20%	+$109K	0.04%	213
2024 Q2	$544K	Buy	20,522 +10,241	+100%	+$271K	0.04%	205
2024 Q1	$272K	Buy	+10,281	New	+$272K	0.03%	250

Other funds holding IBMN

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Modern Wealth Management's IBMN Position: Q4 2025 in Review

Modern Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 44,260 shares — an estimated $1.19M sold.

Modern Wealth Management first reported a position in IBMN in Q1 2024 and held it in 7 quarters. The position peaked at $1.19M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Modern Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Modern Wealth Management sold 44,260 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.19M.
Modern Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2024 and held it in 7 quarters.
Modern Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.19M 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 Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.