SWM
IBMN

Scissortail Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Scissortail Wealth Management’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
-48,213
Closed -$1.29M – 114
2025
Q3 		$1.29M Sell
48,213
-4,591
-9% -$123K 0.28% 64
2025
Q2 		$1.41M Sell
52,804
-9,356
-15% -$250K 0.34% 60
2025
Q1 		$1.66M Sell
62,160
-3,491
-5% -$93.2K 0.43% 58
2024
Q4 		$1.75M Buy
65,651
+65,605
+142,620% +$1.75M 0.45% 57
2024
Q3 		$1.75M Sell
46
-53,794
-100% -$1.43M 0.42% 59
2024
Q2 		$1.43M Sell
53,840
-990
-2% -$26.2K 0.36% 61
2024
Q1 		$1.45M Sell
54,830
-2,660
-5% -$70.4K 0.38% 60
2023
Q4 		$1.52M Buy
+57,490
New +$1.51M 0.48% 52

Other funds holding IBMN

IA
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

Scissortail Wealth Management's IBMN Position: Q4 2025 in Review

Scissortail Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 48,213 shares — an estimated $1.29M sold.

Scissortail Wealth Management first reported a position in IBMN in Q4 2023 and held it in 8 quarters. The position peaked at $1.75M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Scissortail Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Scissortail Wealth Management sold 48,213 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.29M.
  • Scissortail Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2023 and held it in 8 quarters.
  • Scissortail Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.75M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Scissortail Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.