QFA
IBMN

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

Quantum Financial 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
-93,672
Closed -$2.51M – 188
2025
Q1 		$2.51M Sell
93,672
-2,769
-3% -$73.9K 0.37% 45
2024
Q4 		$2.57M Sell
96,441
-48,133
-33% -$1.28M 0.39% 42
2024
Q3 		$3.85M Buy
144,574
+2,706
+2% +$72K 0.6% 27
2024
Q2 		$3.76M Buy
141,868
+3,951
+3% +$104K 0.66% 28
2024
Q1 		$3.65M Buy
+137,917
New +$3.65M 0.67% 28

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 $1.62B AUM 17.7% 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 $2.44B AUM 23.07% 1-Year Est. Return

Quantum Financial Advisors's IBMN Position: Q2 2025 in Review

Quantum Financial Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2025, closing a stake of 93,672 shares — an estimated $2.51M sold.

Quantum Financial Advisors first reported a position in IBMN in Q1 2024 and held it in 5 quarters. The position peaked at $3.85M in Q3 2024. 165 funds tracked by Wall St. Rank hold IBMN as of Q2 2025.

  • Quantum Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Quantum Financial Advisors sold 93,672 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2025, an estimated $2.51M.
  • Quantum Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2024 and held it in 5 quarters.
  • Quantum Financial Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $3.85M in Q3 2024.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2025.

Based on Quantum Financial Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.