Rockbridge Investment Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Rockbridge Investment 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
2022 Q2	–	Sell	-924	Closed	-$24.6K	–	718
2022 Q1	$24.6K	Hold	924	–	–	﹤0.01%	392
2021 Q4	$26K	Hold	924	–	–	﹤0.01%	445
2021 Q3	$26K	Hold	924	–	–	﹤0.01%	410
2021 Q2	$26K	Hold	924	–	–	﹤0.01%	406
2021 Q1	$26K	Hold	924	–	–	﹤0.01%	377
2020 Q4	$26K	Hold	924	–	–	0.01%	370
2020 Q3	$26K	Hold	924	–	–	0.01%	338
2020 Q2	$26K	Buy	+924	New	+$25.4K	0.01%	300

Other funds holding IBMN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockbridge Investment Management's IBMN Position: Q2 2022 in Review

Rockbridge Investment Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2022, closing a stake of 924 shares — an estimated $24.6K sold.

Rockbridge Investment Management first reported a position in IBMN in Q2 2020 and held it in 8 quarters. The position peaked at $26K in Q4 2021. 101 funds tracked by Wall St. Rank hold IBMN as of Q2 2022.

Rockbridge Investment Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 924 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2022, an estimated $24.6K.
Rockbridge Investment Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $26K in Q4 2021.
101 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.