Novem Group’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Novem 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	-10,150	Closed	-$272K	–	445
2025 Q3	$272K	Sell	10,150 -9,388	-48%	-$251K	0.03%	353
2025 Q2	$523K	Buy	19,538 +106	+0.5%	+$2.83K	0.07%	248
2025 Q1	$520K	Buy	19,432 +2,382	+14%	+$63.6K	0.07%	222
2024 Q4	$454K	Buy	+17,050	New	+$454K	0.07%	239

Other funds holding IBMN

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

Novem Group's IBMN Position: Q4 2025 in Review

Novem Group sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 10,150 shares — an estimated $272K sold.

Novem Group first reported a position in IBMN in Q4 2024 and held it in 4 quarters. The position peaked at $523K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Novem Group reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Novem Group sold 10,150 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $272K.
Novem Group first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2024 and held it in 4 quarters.
Novem Group's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $523K in Q2 2025.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Novem Group's 13F filing for Q4 2025, filed 27 Jan 2026.