RTL
IBMN

Red Tortoise LLC’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Red Tortoise LLC’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
-16,571
Closed -$444K – 615
2025
Q3 		$444K Buy
16,571
+88
+0.5% +$2.35K 0.19% 73
2025
Q2 		$441K Buy
+16,483
New +$440K 0.21% 65

Other funds holding IBMN

IA
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

Red Tortoise LLC's IBMN Position: Q4 2025 in Review

Red Tortoise LLC sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 16,571 shares — an estimated $444K sold.

Red Tortoise LLC first reported a position in IBMN in Q2 2025 and held it in 2 quarters. The position peaked at $444K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Red Tortoise LLC reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Red Tortoise LLC sold 16,571 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $444K.
  • Red Tortoise LLC first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2025 and held it in 2 quarters.
  • Red Tortoise LLC's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $444K 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 Red Tortoise LLC's 13F filing for Q4 2025, filed 22 Jan 2026.