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

NovaPoint Capital’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 Q2	–	Sell	-10,009	Closed	-$268K	–	101
2025 Q1	$268K	Hold	10,009	–	–	0.08%	125
2024 Q4	$266K	Hold	10,009	–	–	0.08%	115
2024 Q3	$267K	Hold	10,009	–	–	0.08%	114
2024 Q2	$265K	Hold	10,009	–	–	0.09%	116
2024 Q1	$265K	Hold	10,009	–	–	0.09%	115
2023 Q4	$266K	Hold	10,009	–	–	0.1%	108
2023 Q3	$261K	Hold	10,009	–	–	0.1%	108
2023 Q2	$264K	Hold	10,009	–	–	0.1%	109
2023 Q1	$266K	Hold	10,009	–	–	0.11%	109
2022 Q4	$264K	Hold	10,009	–	–	0.12%	107
2022 Q3	$259K	Buy	10,009 +1,096	+12%	+$29.1K	0.12%	107
2022 Q2	$237K	Buy	+8,913	New	+$236K	0.1%	112

Other funds holding IBMN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

NovaPoint Capital's IBMN Position: Q2 2025 in Review

NovaPoint Capital sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2025, closing a stake of 10,009 shares — an estimated $268K sold.

NovaPoint Capital first reported a position in IBMN in Q2 2022 and held it in 12 quarters. The position peaked at $268K in Q1 2025. 165 funds tracked by Wall St. Rank hold IBMN as of Q2 2025.

NovaPoint Capital reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
NovaPoint Capital sold 10,009 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2025, an estimated $268K.
NovaPoint Capital first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2022 and held it in 12 quarters.
NovaPoint Capital's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $268K in Q1 2025.
165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2025.

Based on NovaPoint Capital's 13F filing for Q2 2025, filed 16 Jul 2025.