PA
IBMN

PFG Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

PFG Advisors’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
2023
Q3 		– Sell
-21,642
Closed -$570K – 639
2023
Q2 		$570K Sell
21,642
-3,091
-12% -$81.5K 0.04% 380
2023
Q1 		$658K Buy
24,733
+1,062
+4% +$28.1K 0.06% 343
2022
Q4 		$624K Sell
23,671
-389
-2% -$10.2K 0.06% 322
2022
Q3 		$624K Sell
24,060
-3,846
-14% -$102K 0.07% 292
2022
Q2 		$743K Sell
27,906
-10,286
-27% -$272K 0.08% 208
2022
Q1 		$1.02M Sell
38,192
-14,832
-28% -$404K 0.1% 192
2021
Q4 		$1.48M Sell
53,024
-10,667
-17% -$297K 0.15% 194
2021
Q3 		$1.78M Buy
63,691
+14,718
+30% +$413K 0.2% 157
2021
Q2 		$1.37M Buy
48,973
+27,423
+127% +$768K 0.16% 183
2021
Q1 		$602K Buy
+21,550
New +$605K 0.08% 268

Other funds holding IBMN

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFG Advisors's IBMN Position: Q3 2023 in Review

PFG Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2023, closing a stake of 21,642 shares — an estimated $570K sold.

PFG Advisors first reported a position in IBMN in Q1 2021 and held it in 10 quarters. The position peaked at $1.78M in Q3 2021. 136 funds tracked by Wall St. Rank hold IBMN as of Q3 2023.

  • PFG Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • PFG Advisors sold 21,642 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2023, an estimated $570K.
  • PFG Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2021 and held it in 10 quarters.
  • PFG Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.78M in Q3 2021.
  • 136 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2023.

Based on PFG Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.