SWA
IBMN

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

Sax Wealth 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
Q4 		– Sell
-14,246
Closed -$382K – 501
2025
Q3 		$382K Buy
14,246
+219
+2% +$5.86K 0.02% 319
2025
Q2 		$375K Buy
+14,027
New +$375K 0.02% 300

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sax Wealth Advisors's IBMN Position: Q4 2025 in Review

Sax Wealth Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 14,246 shares — an estimated $382K sold.

Sax Wealth Advisors first reported a position in IBMN in Q2 2025 and held it in 2 quarters. The position peaked at $382K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Sax Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 14,246 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $382K.
  • Sax Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2025 and held it in 2 quarters.
  • Sax Wealth Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $382K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.