RAG
IBMN

RIA Advisory Group’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

RIA Advisory Group’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
-57,766
Closed -$1.55M – 151
2025
Q3 		$1.55M Buy
57,766
+4,149
+8% +$111K 0.4% 44
2025
Q2 		$1.43M Buy
53,617
+2,545
+5% +$68K 0.42% 39
2025
Q1 		$1.37M Buy
51,072
+4,720
+10% +$126K 0.44% 40
2024
Q4 		$1.23M Sell
46,352
-666
-1% -$17.7K 0.42% 39
2024
Q3 		$1.25M Buy
+47,018
New +$1.25M 0.44% 36
2024
Q1 		$1.25M Buy
+47,102
New +$1.25M 0.5% 32
2023
Q4 		– Sell
-43,649
Closed -$1.14M – 141
2023
Q3 		$1.14M Sell
43,649
-1,922
-4% -$50.5K 0.51% 24
2023
Q2 		$1.2M Buy
45,571
+1,067
+2% +$28.1K 0.52% 29
2023
Q1 		$1.18M Buy
44,504
+4,111
+10% +$109K 0.55% 32
2022
Q4 		$1.03M Buy
+40,393
New +$1.06M 0.6% 23

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

RIA Advisory Group's IBMN Position: Q4 2025 in Review

RIA Advisory Group sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 57,766 shares — an estimated $1.55M sold.

RIA Advisory Group first reported a position in IBMN in Q4 2022 and held it in 10 quarters. The position peaked at $1.55M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • RIA Advisory Group reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • RIA Advisory Group sold 57,766 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.55M.
  • RIA Advisory Group first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2022 and held it in 10 quarters.
  • RIA Advisory Group's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.55M 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 RIA Advisory Group's 13F filing for Q4 2025, filed 2 Feb 2026.