SRC
IBMN

Shufro Rose & Co’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Shufro Rose & Co’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
Q2 		– Sell
-7,568
Closed -$201K – 322
2023
Q1 		$201K Buy
+7,568
New +$200K 0.02% 277

Other funds holding IBMN

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Shufro Rose & Co's IBMN Position: Q2 2023 in Review

Shufro Rose & Co sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2023, closing a stake of 7,568 shares — an estimated $201K sold.

Shufro Rose & Co first reported a position in IBMN in Q1 2023 and held it in 1 quarter. The position peaked at $201K in Q1 2023. 132 funds tracked by Wall St. Rank hold IBMN as of Q2 2023.

  • Shufro Rose & Co reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Shufro Rose & Co sold 7,568 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2023, an estimated $201K.
  • Shufro Rose & Co first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2023 and held it in 1 quarter.
  • Shufro Rose & Co's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $201K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2023.

Based on Shufro Rose & Co's 13F filing for Q2 2023, filed 3 Aug 2023.