PWS
IBMN

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

Precision Wealth Strategies’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
Q3 		– Sell
-9,832
Closed -$263K – 180
2025
Q2 		$263K Buy
+9,832
New +$263K 0.09% 149

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Precision Wealth Strategies's IBMN Position: Q3 2025 in Review

Precision Wealth Strategies sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2025, closing a stake of 9,832 shares — an estimated $263K sold.

Precision Wealth Strategies first reported a position in IBMN in Q2 2025 and held it in 1 quarter. The position peaked at $263K in Q2 2025. 158 funds tracked by Wall St. Rank hold IBMN as of Q3 2025.

  • Precision Wealth Strategies reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 9,832 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2025, an estimated $263K.
  • Precision Wealth Strategies first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2025 and held it in 1 quarter.
  • Precision Wealth Strategies's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $263K in Q2 2025.
  • 158 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.