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

Riverchase 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	-25,255	Closed	-$677K	–	76
2025 Q3	$677K	Hold	25,255	–	–	0.38%	42
2025 Q2	$676K	Buy	25,255 +150	+0.6%	+$4K	0.43%	41
2025 Q1	$672K	Hold	25,105	–	–	0.47%	35
2024 Q4	$668K	Buy	+25,105	New	+$668K	0.5%	37

Other funds holding IBMN

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

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

Riverchase Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 25,255 shares — an estimated $677K sold.

Riverchase Wealth Management first reported a position in IBMN in Q4 2024 and held it in 4 quarters. The position peaked at $677K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Riverchase Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Riverchase Wealth Management sold 25,255 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $677K.
Riverchase Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2024 and held it in 4 quarters.
Riverchase Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $677K 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 Riverchase Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.