NEPWA
IBMN

New England Private Wealth Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

New England Private Wealth 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
2025
Q4 		– Sell
-65,174
Closed -$1.75M – 186
2025
Q3 		$1.75M Buy
65,174
+110
+0.2% +$2.94K 0.23% 76
2025
Q2 		$1.74M Buy
65,064
+225
+0.3% +$6.01K 0.25% 68
2025
Q1 		$1.73M Sell
64,839
-32,656
-33% -$872K 0.27% 61
2024
Q4 		$2.59M Buy
97,495
+211
+0.2% +$5.62K 0.41% 51
2024
Q3 		$2.59M Buy
97,284
+156
+0.2% +$4.15K 0.42% 50
2024
Q2 		$2.57M Buy
97,128
+156
+0.2% +$4.12K 0.45% 48
2024
Q1 		$2.56M Buy
96,972
+100
+0.1% +$2.65K 0.45% 48
2023
Q4 		$2.57M Buy
+96,872
New +$2.55M 0.47% 46

Other funds holding IBMN

IA
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

New England Private Wealth Advisors's IBMN Position: Q4 2025 in Review

New England Private Wealth Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 65,174 shares — an estimated $1.75M sold.

New England Private Wealth Advisors first reported a position in IBMN in Q4 2023 and held it in 8 quarters. The position peaked at $2.59M in Q4 2024. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • New England Private Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • New England Private Wealth Advisors sold 65,174 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.75M.
  • New England Private Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2023 and held it in 8 quarters.
  • New England Private Wealth Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $2.59M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on New England Private Wealth Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.