NFSG
IBMN

Newbridge Financial Services Group’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Newbridge Financial Services Group’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
-1,197
Closed -$32.1K – 1315
2025
Q3 		$32.1K Buy
1,197
+108
+10% +$2.89K ﹤0.01% 620
2025
Q2 		$29.1K Buy
+1,089
New +$29.1K ﹤0.01% 623

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Newbridge Financial Services Group's IBMN Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 1,197 shares — an estimated $32.1K sold.

Newbridge Financial Services Group first reported a position in IBMN in Q2 2025 and held it in 2 quarters. The position peaked at $32.1K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,197 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $32.1K.
  • Newbridge Financial Services Group first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $32.1K 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 Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.