MV Capital Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

MV Capital 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
2022 Q4	–	Sell	-923	Closed	-$24K	–	678
2022 Q3	$24K	Hold	923	–	–	﹤0.01%	308
2022 Q2	$25K	Hold	923	–	–	﹤0.01%	297
2022 Q1	$25K	Hold	923	–	–	﹤0.01%	304
2021 Q4	$26K	Hold	923	–	–	﹤0.01%	281
2021 Q3	$26K	Hold	923	–	–	﹤0.01%	276
2021 Q2	$26K	Hold	923	–	–	﹤0.01%	254
2021 Q1	$26K	Buy	+923	New	+$25.9K	﹤0.01%	205

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MV Capital Management's IBMN Position: Q4 2022 in Review

MV Capital Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2022, closing a stake of 923 shares — an estimated $24K sold.

MV Capital Management first reported a position in IBMN in Q1 2021 and held it in 7 quarters. The position peaked at $26K in Q4 2021. 125 funds tracked by Wall St. Rank hold IBMN as of Q4 2022.

MV Capital Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
MV Capital Management sold 923 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2022, an estimated $24K.
MV Capital Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2021 and held it in 7 quarters.
MV Capital Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $26K in Q4 2021.
125 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2022.

Based on MV Capital Management's 13F filing for Q4 2022, filed 27 Jan 2023.