SA
IBMN

Sanctuary Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Sanctuary Advisors’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
Q3 		– Sell
-100,144
Closed -$2.68M – 2478
2025
Q2 		$2.68M Sell
100,144
-7,798
-7% -$208K 0.02% 721
2025
Q1 		$2.89M Sell
107,942
-1,849
-2% -$49.4K 0.02% 639
2024
Q4 		$2.93M Buy
109,791
+3,227
+3% +$85.9K 0.02% 713
2024
Q3 		$2.84M Buy
106,564
+6,876
+7% +$183K 0.02% 715
2024
Q2 		$2.63M Buy
+99,688
New +$2.63M 0.02% 692

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors's IBMN Position: Q3 2025 in Review

Sanctuary Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2025, closing a stake of 100,144 shares — an estimated $2.68M sold.

Sanctuary Advisors first reported a position in IBMN in Q2 2024 and held it in 5 quarters. The position peaked at $2.93M in Q4 2024. 158 funds tracked by Wall St. Rank hold IBMN as of Q3 2025.

  • Sanctuary Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 100,144 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2025, an estimated $2.68M.
  • Sanctuary Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2024 and held it in 5 quarters.
  • Sanctuary Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $2.93M in Q4 2024.
  • 158 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2025.

Based on Sanctuary Advisors's 13F filing for Q3 2025, filed 6 Jan 2026.