Royal Harbor Partners’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Royal Harbor Partners’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 Q2	–	Sell	-31,245	Closed	-$827K	–	50
2024 Q1	$827K	Sell	31,245 -1,794	-5%	-$47.5K	0.36%	33
2023 Q4	$877K	Sell	33,039 -2,369	-7%	-$62.3K	0.41%	32
2023 Q3	$923K	Sell	35,408 -3,259	-8%	-$85.6K	0.48%	31
2023 Q2	$1.02M	Buy	38,667 +6,914	+22%	+$182K	0.5%	40
2023 Q1	$845K	Buy	31,753 +1,023	+3%	+$27.1K	0.45%	45
2022 Q4	$810K	Buy	30,730 +10,185	+50%	+$267K	0.5%	48
2022 Q3	$533K	Buy	+20,545	New	+$545K	0.36%	50

Other funds holding IBMN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Royal Harbor Partners's IBMN Position: Q2 2024 in Review

Royal Harbor Partners sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2024, closing a stake of 31,245 shares — an estimated $827K sold.

Royal Harbor Partners first reported a position in IBMN in Q3 2022 and held it in 7 quarters. The position peaked at $1.02M in Q2 2023. 154 funds tracked by Wall St. Rank hold IBMN as of Q2 2024.

Royal Harbor Partners reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Royal Harbor Partners sold 31,245 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2024, an estimated $827K.
Royal Harbor Partners first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2022 and held it in 7 quarters.
Royal Harbor Partners's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.02M in Q2 2023.
154 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2024.

Based on Royal Harbor Partners's 13F filing for Q2 2024, filed 31 Jul 2024.