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

Old Mission 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 Q1	–	Sell	-15,941	Closed	-$424K	–	1069
2024 Q4	$424K	Buy	+15,941	New	+$424K	0.01%	657
2023 Q2	–	Sell	-8,145	Closed	-$217K	–	1421
2023 Q1	$217K	Sell	8,145 -5,617	-41%	-$149K	﹤0.01%	1119
2022 Q4	$363K	Buy	+13,762	New	+$360K	0.01%	847
2022 Q1	–	Sell	-11,700	Closed	-$326K	–	1467
2021 Q4	$326K	Sell	11,700 -1,180	-9%	-$32.9K	0.01%	725
2021 Q3	$360K	Sell	12,880 -13,627	-51%	-$383K	0.01%	672
2021 Q2	$742K	Buy	+26,507	New	+$743K	0.03%	521

Other funds holding IBMN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Old Mission Capital's IBMN Position: Q1 2025 in Review

Old Mission Capital sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2025, closing a stake of 15,941 shares — an estimated $424K sold.

Old Mission Capital first reported a position in IBMN in Q2 2021 and held it in 6 quarters. The position peaked at $742K in Q2 2021. 165 funds tracked by Wall St. Rank hold IBMN as of Q1 2025.

Old Mission Capital reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Old Mission Capital sold 15,941 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2025, an estimated $424K.
Old Mission Capital first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2021 and held it in 6 quarters.
Old Mission Capital's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $742K in Q2 2021.
165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.