RWM
IBMN

Rialto Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Rialto Wealth Management’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
-924
Closed -$24.8K – 1746
2025
Q3 		$24.8K Hold
924
– – 0.01% 330
2025
Q2 		$24.7K Hold
924
– – 0.01% 334
2025
Q1 		$24.7K Hold
924
– – 0.01% 327
2024
Q4 		$24.6K Buy
+924
New +$24.6K 0.01% 322

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

Rialto Wealth Management's IBMN Position: Q4 2025 in Review

Rialto Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 924 shares — an estimated $24.8K sold.

Rialto Wealth Management first reported a position in IBMN in Q4 2024 and held it in 4 quarters. The position peaked at $24.8K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Rialto Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 924 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $24.8K.
  • Rialto Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2024 and held it in 4 quarters.
  • Rialto Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $24.8K 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 Rialto Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.