SL
IBMN

Salomon & Ludwin’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Salomon & Ludwin’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
Q4 		– Sell
-227,150
Closed -$5.89M – 164
2022
Q3 		$5.89M Buy
+227,150
New +$6.03M 0.88% 30

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Salomon & Ludwin's IBMN Position: Q4 2022 in Review

Salomon & Ludwin sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2022, closing a stake of 227,150 shares — an estimated $5.89M sold.

Salomon & Ludwin first reported a position in IBMN in Q3 2022 and held it in 1 quarter. The position peaked at $5.89M in Q3 2022. 125 funds tracked by Wall St. Rank hold IBMN as of Q4 2022.

  • Salomon & Ludwin reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Salomon & Ludwin sold 227,150 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2022, an estimated $5.89M.
  • Salomon & Ludwin first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • Salomon & Ludwin's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $5.89M in Q3 2022.
  • 125 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2022.

Based on Salomon & Ludwin's 13F filing for Q4 2022, filed 8 Feb 2023.