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

PSI 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 Q4	–	Sell	-312,292	Closed	-$8.37M	–	131
2025 Q3	$8.37M	Buy	+312,292	New	+$8.36M	2.16%	12
2025 Q2	–	Sell	-168,817	Closed	-$4.52M	–	355
2025 Q1	$4.52M	Buy	168,817 +28,356	+20%	+$757K	1.47%	19
2024 Q4	$3.74M	Buy	140,461 +67,300	+92%	+$1.79M	1.11%	24
2024 Q3	$1.95M	Hold	73,161	–	–	0.57%	35
2024 Q2	$1.94M	Buy	+73,161	New	+$1.93M	0.61%	35

Other funds holding IBMN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

PSI Advisors's IBMN Position: Q4 2025 in Review

PSI Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 312,292 shares — an estimated $8.37M sold.

PSI Advisors first reported a position in IBMN in Q2 2024 and held it in 5 quarters. The position peaked at $8.37M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

PSI Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
PSI Advisors sold 312,292 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $8.37M.
PSI Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2024 and held it in 5 quarters.
PSI Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $8.37M in Q3 2025.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on PSI Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.