PSIWM
IBMN

Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Paradigm Strategies in Wealth 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
2024
Q4 		– Sell
-8,539
Closed -$228K – 51
2024
Q3 		$228K Sell
8,539
-1,903
-18% -$50.6K 0.14% 45
2024
Q2 		$277K Sell
10,442
-4,952
-32% -$131K 0.17% 38
2024
Q1 		$407K Sell
15,394
-15,768
-51% -$417K 0.25% 33
2023
Q4 		$827K Buy
31,162
+3,782
+14% +$99.4K 0.54% 20
2023
Q3 		$714K Buy
27,380
+6,855
+33% +$180K 0.46% 23
2023
Q2 		$541K Hold
20,525
– – 0.37% 23
2023
Q1 		$546K Buy
20,525
+2,449
+14% +$64.8K 0.43% 20
2022
Q4 		$477K Hold
18,076
– – 0.42% 21
2022
Q3 		$469K Buy
18,076
+2,121
+13% +$56.3K 0.43% 22
2022
Q2 		$425K Hold
15,955
– – 0.46% 24
2022
Q1 		$425K Hold
15,955
– – 0.44% 26
2021
Q4 		$445K Buy
15,955
+1,075
+7% +$30K 0.45% 25
2021
Q3 		$416K Hold
14,880
– – 0.39% 28
2021
Q2 		$417K Hold
14,880
– – 0.38% 29
2021
Q1 		$416K Buy
+14,880
New +$418K 0.4% 28

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 $424B AUM 22.94% 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 $1.89B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBMN Position: Q4 2024 in Review

Paradigm Strategies in Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2024, closing a stake of 8,539 shares — an estimated $228K sold.

Paradigm Strategies in Wealth Management first reported a position in IBMN in Q1 2021 and held it in 15 quarters. The position peaked at $827K in Q4 2023. 166 funds tracked by Wall St. Rank hold IBMN as of Q4 2024.

  • Paradigm Strategies in Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 8,539 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2024, an estimated $228K.
  • Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2021 and held it in 15 quarters.
  • Paradigm Strategies in Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $827K in Q4 2023.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2024.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.