Rossmore Private Capital’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Rossmore Private Capital’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	-7,492	Closed	-$201K	–	354
2025 Q3	$201K	Sell	7,492 -1,869	-20%	-$50K	0.02%	257
2025 Q2	$251K	Hold	9,361	–	–	0.03%	232
2025 Q1	$250K	Buy	+9,361	New	+$250K	0.03%	225

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

Rossmore Private Capital's IBMN Position: Q4 2025 in Review

Rossmore Private Capital sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 7,492 shares — an estimated $201K sold.

Rossmore Private Capital first reported a position in IBMN in Q1 2025 and held it in 3 quarters. The position peaked at $251K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Rossmore Private Capital reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Rossmore Private Capital sold 7,492 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $201K.
Rossmore Private Capital first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2025 and held it in 3 quarters.
Rossmore Private Capital's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $251K in Q2 2025.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Rossmore Private Capital's 13F filing for Q4 2025, filed 5 Feb 2026.