RPSA
IBMN

Richard P. Slaughter Associates’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Richard P. Slaughter Associates’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
2024
Q3 		– Sell
-8,582
Closed -$227K – 152
2024
Q2 		$227K Buy
+8,582
New +$227K 0.05% 137

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Richard P. Slaughter Associates's IBMN Position: Q3 2024 in Review

Richard P. Slaughter Associates sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2024, closing a stake of 8,582 shares — an estimated $227K sold.

Richard P. Slaughter Associates first reported a position in IBMN in Q2 2024 and held it in 1 quarter. The position peaked at $227K in Q2 2024. 154 funds tracked by Wall St. Rank hold IBMN as of Q3 2024.

  • Richard P. Slaughter Associates reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 8,582 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2024, an estimated $227K.
  • Richard P. Slaughter Associates first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2024 and held it in 1 quarter.
  • Richard P. Slaughter Associates's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $227K in Q2 2024.
  • 154 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2024.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2024, filed 7 Oct 2024.