PCIA
IBMN

Prime Capital Investment Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Prime Capital Investment 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
2025
Q2 		– Sell
-8,547
Closed -$229K – 1031
2025
Q1 		$229K Buy
+8,547
New +$228K ﹤0.01% 930
2024
Q2 		– Sell
-8,337
Closed -$221K – 976
2024
Q1 		$221K Buy
+8,337
New +$221K ﹤0.01% 895

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Prime Capital Investment Advisors's IBMN Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2025, closing a stake of 8,547 shares — an estimated $229K sold.

Prime Capital Investment Advisors first reported a position in IBMN in Q1 2024 and held it in 2 quarters. The position peaked at $229K in Q1 2025. 165 funds tracked by Wall St. Rank hold IBMN as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 8,547 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2025, an estimated $229K.
  • Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2024 and held it in 2 quarters.
  • Prime Capital Investment Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $229K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.