O'Shaughnessy Asset Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

O'Shaughnessy Asset Management’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	-5,973	Closed	-$160K	–	2690
2025 Q3	$160K	Buy	+5,973	New	+$160K	﹤0.01%	2000

Other funds holding IBMN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

O'Shaughnessy Asset Management's IBMN Position: Q4 2025 in Review

O'Shaughnessy Asset Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 5,973 shares — an estimated $160K sold.

O'Shaughnessy Asset Management first reported a position in IBMN in Q3 2025 and held it in 1 quarter. The position peaked at $160K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

O'Shaughnessy Asset Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
O'Shaughnessy Asset Management sold 5,973 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $160K.
O'Shaughnessy Asset Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2025 and held it in 1 quarter.
O'Shaughnessy Asset Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $160K 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 O'Shaughnessy Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.