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

Mutual 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
2024 Q2	–	Sell	-9,471	Closed	-$251K	–	1118
2024 Q1	$251K	Sell	9,471 -734	-7%	-$19.4K	0.01%	946
2023 Q4	$271K	Hold	10,205	–	–	0.01%	854
2023 Q3	$266K	Sell	10,205 -38	-0.4%	-$998	0.01%	821
2023 Q2	$270K	Hold	10,243	–	–	0.01%	846
2023 Q1	$273K	Sell	10,243 -17	-0.2%	-$450	0.01%	807
2022 Q4	$271K	Hold	10,260	–	–	0.01%	772
2022 Q3	$266K	Hold	10,260	–	–	0.01%	751
2022 Q2	$273K	Buy	+10,260	New	+$271K	0.02%	704

Other funds holding IBMN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mutual Advisors's IBMN Position: Q2 2024 in Review

Mutual Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2024, closing a stake of 9,471 shares — an estimated $251K sold.

Mutual Advisors first reported a position in IBMN in Q2 2022 and held it in 8 quarters. The position peaked at $273K in Q2 2022. 154 funds tracked by Wall St. Rank hold IBMN as of Q2 2024.

Mutual Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Mutual Advisors sold 9,471 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2024, an estimated $251K.
Mutual Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2022 and held it in 8 quarters.
Mutual Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $273K in Q2 2022.
154 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.