OAJ
IBMN

Ogorek Anthony Joseph’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Ogorek Anthony Joseph’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
Q1 		– Sell
-721
Closed -$19K – 651
2024
Q4 		$19K Buy
721
+5
+0.7% +$133 0.01% 181
2024
Q3 		$19K Buy
716
+4
+0.6% +$106 0.01% 177
2024
Q2 		$18K Buy
712
+3
+0.4% +$79 0.01% 171
2024
Q1 		$18K Hold
709
– – 0.01% 172
2023
Q4 		$18K Hold
709
– – 0.01% 173
2023
Q3 		$18K Hold
709
– – 0.01% 173
2023
Q2 		$18K Buy
+709
New +$18.7K 0.01% 163

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

Ogorek Anthony Joseph's IBMN Position: Q1 2025 in Review

Ogorek Anthony Joseph sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2025, closing a stake of 721 shares — an estimated $19K sold.

Ogorek Anthony Joseph first reported a position in IBMN in Q2 2023 and held it in 7 quarters. The position peaked at $19K in Q4 2024. 165 funds tracked by Wall St. Rank hold IBMN as of Q1 2025.

  • Ogorek Anthony Joseph reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 721 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2025, an estimated $19K.
  • Ogorek Anthony Joseph first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2023 and held it in 7 quarters.
  • Ogorek Anthony Joseph's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $19K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2025.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2025, filed 9 May 2025.