SWM
IBMN

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

Segment 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
2023
Q1 		– Sell
-8,200
Closed -$216K – 217
2022
Q4 		$216K Hold
8,200
– – 0.03% 203
2022
Q3 		$213K Buy
+8,200
New +$218K 0.03% 202

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Segment Wealth Management's IBMN Position: Q1 2023 in Review

Segment Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2023, closing a stake of 8,200 shares — an estimated $216K sold.

Segment Wealth Management first reported a position in IBMN in Q3 2022 and held it in 2 quarters. The position peaked at $216K in Q4 2022. 134 funds tracked by Wall St. Rank hold IBMN as of Q1 2023.

  • Segment Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Segment Wealth Management sold 8,200 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2023, an estimated $216K.
  • Segment Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2022 and held it in 2 quarters.
  • Segment Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $216K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2023.

Based on Segment Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.