ORG Partners’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

ORG Partners’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	-3,700	Closed	-$99.1K	–	1742
2025 Q3	$99.1K	Hold	3,700	–	–	0.02%	458
2025 Q2	$98.9K	Hold	3,700	–	–	0.02%	438
2025 Q1	$98.7K	Hold	3,700	–	–	0.02%	388
2024 Q4	$98.5K	Hold	3,700	–	–	0.01%	429
2024 Q3	$98.6K	Hold	3,700	–	–	0.02%	385
2024 Q2	$97.8K	Buy	+3,700	New	+$97.8K	0.01%	609
2024 Q1	–	Sell	-3,700	Closed	-$98.2K	–	760
2023 Q4	$98.2K	Hold	3,700	–	–	0.02%	399
2023 Q3	$96.5K	Hold	3,700	–	–	0.03%	408
2023 Q2	$97.3K	Buy	+3,700	New	+$97.5K	0.02%	528

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

ORG Partners's IBMN Position: Q4 2025 in Review

ORG Partners sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 3,700 shares — an estimated $99.1K sold.

ORG Partners first reported a position in IBMN in Q2 2023 and held it in 9 quarters. The position peaked at $99.1K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

ORG Partners reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
ORG Partners sold 3,700 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $99.1K.
ORG Partners first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2023 and held it in 9 quarters.
ORG Partners's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $99.1K 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 ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.