Signature Estate & Investment Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Signature Estate & Investment 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
2021 Q2	–	Sell	-132,808	Closed	-$3.71M	–	170
2021 Q1	$3.71M	Sell	132,808 -7,743	-6%	-$217K	0.18%	54
2020 Q4	$3.96M	Sell	140,551 -6,185	-4%	-$174K	0.21%	52
2020 Q3	$4.12M	Sell	146,736 -15,705	-10%	-$441K	0.26%	47
2020 Q2	$4.53M	Sell	162,441 -17,153	-10%	-$471K	0.32%	45
2020 Q1	$4.86M	Sell	179,594 -34,220	-16%	-$932K	0.39%	40
2019 Q4	$5.81M	Buy	+213,814	New	+$5.8M	0.36%	44

Other funds holding IBMN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ACM

Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Signature Estate & Investment Advisors's IBMN Position: Q2 2021 in Review

Signature Estate & Investment Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2021, closing a stake of 132,808 shares — an estimated $3.71M sold.

Signature Estate & Investment Advisors first reported a position in IBMN in Q4 2019 and held it in 6 quarters. The position peaked at $5.81M in Q4 2019. 74 funds tracked by Wall St. Rank hold IBMN as of Q2 2021.

Signature Estate & Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Signature Estate & Investment Advisors sold 132,808 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2021, an estimated $3.71M.
Signature Estate & Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2019 and held it in 6 quarters.
Signature Estate & Investment Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $5.81M in Q4 2019.
74 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2021.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2021, filed 16 Jul 2021.