MC
IBMN

Moors & Cabot’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Moors & Cabot’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
Q1 		– Sell
-11,901
Closed -$314K – 903
2022
Q4 		$314K Hold
11,901
– – 0.02% 571
2022
Q3 		$308K Buy
+11,901
New +$316K 0.02% 554

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moors & Cabot's IBMN Position: Q1 2023 in Review

Moors & Cabot sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2023, closing a stake of 11,901 shares — an estimated $314K sold.

Moors & Cabot first reported a position in IBMN in Q3 2022 and held it in 2 quarters. The position peaked at $314K in Q4 2022. 134 funds tracked by Wall St. Rank hold IBMN as of Q1 2023.

  • Moors & Cabot reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Moors & Cabot sold 11,901 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2023, an estimated $314K.
  • Moors & Cabot first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2022 and held it in 2 quarters.
  • Moors & Cabot's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $314K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2023.

Based on Moors & Cabot's 13F filing for Q1 2023, filed 5 May 2023.