SIC
IBMN

Sigma Investment Counselors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Sigma Investment Counselors’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
Q4 		– Sell
-22,955
Closed -$599K – 196
2023
Q3 		$599K Sell
22,955
-540
-2% -$14.2K 0.05% 116
2023
Q2 		$619K Hold
23,495
– – 0.05% 114
2023
Q1 		$625K Sell
23,495
-1,440
-6% -$38.1K 0.05% 116
2022
Q4 		$658K Buy
24,935
+540
+2% +$14.1K 0.05% 110
2022
Q3 		$632K Hold
24,395
– – 0.05% 111
2022
Q2 		$650K Sell
24,395
-2,400
-9% -$63.4K 0.05% 109
2022
Q1 		$714K Sell
26,795
-579
-2% -$15.8K 0.05% 112
2021
Q4 		$763K Buy
27,374
+301
+1% +$8.39K 0.05% 110
2021
Q3 		$757K Buy
27,073
+1
+0% +$28 0.06% 106
2021
Q2 		$758K Buy
27,072
+1
+0% +$28 0.06% 107
2021
Q1 		$756K Buy
27,071
+1
+0% +$28 0.06% 107
2020
Q4 		$763K Buy
+27,070
New +$761K 0.07% 101
2020
Q3 		– Sell
-7,567
Closed -$211K – 140
2020
Q2 		$211K Buy
+7,567
New +$208K 0.02% 145

Other funds holding IBMN

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Sigma Investment Counselors's IBMN Position: Q4 2023 in Review

Sigma Investment Counselors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2023, closing a stake of 22,955 shares — an estimated $599K sold.

Sigma Investment Counselors first reported a position in IBMN in Q2 2020 and held it in 13 quarters. The position peaked at $763K in Q4 2021. 152 funds tracked by Wall St. Rank hold IBMN as of Q4 2023.

  • Sigma Investment Counselors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sigma Investment Counselors sold 22,955 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2023, an estimated $599K.
  • Sigma Investment Counselors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2020 and held it in 13 quarters.
  • Sigma Investment Counselors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $763K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2023.

Based on Sigma Investment Counselors's 13F filing for Q4 2023, filed 22 Jan 2024.