PFG Private Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

PFG Private 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
2025 Q1	–	Sell	-19,936	Closed	-$531K	–	282
2024 Q4	$531K	Buy	19,936 +858	+4%	+$22.8K	0.3%	25
2024 Q3	$509K	Buy	19,078 +1,098	+6%	+$29.2K	0.29%	28
2024 Q2	$476K	Buy	17,980 +801	+5%	+$21.2K	0.29%	28
2024 Q1	$455K	Sell	17,179 -8,897	-34%	-$236K	0.29%	27
2023 Q4	$692K	Sell	26,076 -15,482	-37%	-$407K	0.47%	20
2023 Q3	$1.08M	Sell	41,558 -489	-1%	-$12.8K	0.81%	17
2023 Q2	$1.11M	Hold	42,047	–	–	0.65%	20
2023 Q1	$1.12M	Buy	+42,047	New	+$1.11M	0.71%	19

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

PFG Private Wealth Management's IBMN Position: Q1 2025 in Review

PFG Private Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2025, closing a stake of 19,936 shares — an estimated $531K sold.

PFG Private Wealth Management first reported a position in IBMN in Q1 2023 and held it in 8 quarters. The position peaked at $1.12M in Q1 2023. 165 funds tracked by Wall St. Rank hold IBMN as of Q1 2025.

PFG Private Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
PFG Private Wealth Management sold 19,936 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2025, an estimated $531K.
PFG Private Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2023 and held it in 8 quarters.
PFG Private Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.12M in Q1 2023.
165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2025.

Based on PFG Private Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.