SWMG
IBMN

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

Signature Wealth Management Group’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
-54,949
Closed -$1.47M – 113
2025
Q3 		$1.47M Sell
54,949
-855
-2% -$22.9K 0.57% 60
2025
Q2 		$1.49M Buy
55,804
+734
+1% +$19.6K 0.59% 63
2025
Q1 		$1.47M Sell
55,070
-438
-0.8% -$11.7K 0.57% 66
2024
Q4 		$1.48M Buy
55,508
+105
+0.2% +$2.79K 0.59% 66
2024
Q3 		$1.48M Sell
55,403
-1,940
-3% -$51.6K 0.59% 62
2024
Q2 		$1.52M Sell
57,343
-79
-0.1% -$2.09K 0.67% 60
2024
Q1 		$1.52M Buy
57,422
+160
+0.3% +$4.24K 0.69% 53
2023
Q4 		$1.52M Buy
+57,262
New +$1.51M 0.7% 51
2023
Q2 		$1.58M Buy
59,926
+7,152
+14% +$189K 0.73% 44
2023
Q1 		$1.4M Buy
52,774
+1,217
+2% +$32.2K 0.67% 48
2022
Q4 		$1.36M Buy
51,557
+11,310
+28% +$296K 0.66% 52
2022
Q3 		$1.04M Buy
40,247
+19,515
+94% +$518K 0.53% 62
2022
Q2 		$552K Buy
+20,732
New +$548K 0.27% 67

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Signature Wealth Management Group's IBMN Position: Q4 2025 in Review

Signature Wealth Management Group sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 54,949 shares — an estimated $1.47M sold.

Signature Wealth Management Group first reported a position in IBMN in Q2 2022 and held it in 13 quarters. The position peaked at $1.58M in Q2 2023. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Signature Wealth Management Group reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Signature Wealth Management Group sold 54,949 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.47M.
  • Signature Wealth Management Group first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2022 and held it in 13 quarters.
  • Signature Wealth Management Group's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.58M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Signature Wealth Management Group's 13F filing for Q4 2025, filed 15 Jan 2026.