RWP
IBMN

Reliant Wealth Planning’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Reliant Wealth Planning’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
-76,769
Closed -$2.05M – 52
2025
Q2 		$2.05M Buy
+76,769
New +$2.05M 0.8% 9

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

Reliant Wealth Planning's IBMN Position: Q3 2025 in Review

Reliant Wealth Planning sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2025, closing a stake of 76,769 shares — an estimated $2.05M sold.

Reliant Wealth Planning first reported a position in IBMN in Q2 2025 and held it in 1 quarter. The position peaked at $2.05M in Q2 2025. 158 funds tracked by Wall St. Rank hold IBMN as of Q3 2025.

  • Reliant Wealth Planning reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Reliant Wealth Planning sold 76,769 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2025, an estimated $2.05M.
  • Reliant Wealth Planning first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2025 and held it in 1 quarter.
  • Reliant Wealth Planning's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $2.05M 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 Reliant Wealth Planning's 13F filing for Q3 2025, filed 18 Nov 2025.