SCG
IBMN

Sonata Capital Group’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Sonata Capital 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
-90,910
Closed -$2.44M – 123
2025
Q3 		$2.44M Hold
90,910
– – 0.9% 29
2025
Q2 		$2.43M Hold
90,910
– – 0.97% 28
2025
Q1 		$2.43M Hold
90,910
– – 1.06% 26
2024
Q4 		$2.42M Hold
90,910
– – 1% 27
2024
Q3 		$2.42M Buy
+90,910
New +$2.42M 1.02% 26
2024
Q2 		– Sell
-89,785
Closed -$2.38M – 102
2024
Q1 		$2.38M Buy
89,785
+27,325
+44% +$723K 1.08% 27
2023
Q4 		$1.66M Hold
62,460
– – 0.82% 30
2023
Q3 		$1.63M Hold
62,460
– – 0.87% 31
2023
Q2 		$1.65M Hold
62,460
– – 0.85% 32
2023
Q1 		$1.66M Hold
62,460
– – 0.9% 31
2022
Q4 		$1.65M Hold
62,460
– – 0.92% 29
2022
Q3 		$1.62M Hold
62,460
– – 0.89% 32
2022
Q2 		$1.66M Hold
62,460
– – 0.86% 32
2022
Q1 		$1.67M Hold
62,460
– – 0.74% 34
2021
Q4 		$1.74M Buy
62,460
+38,360
+159% +$1.07M 0.73% 36
2021
Q3 		$674K Buy
+24,100
New +$677K 0.3% 63

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

Sonata Capital Group's IBMN Position: Q4 2025 in Review

Sonata Capital Group sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 90,910 shares — an estimated $2.44M sold.

Sonata Capital Group first reported a position in IBMN in Q3 2021 and held it in 16 quarters. The position peaked at $2.44M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Sonata Capital Group reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sonata Capital Group sold 90,910 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $2.44M.
  • Sonata Capital Group first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2021 and held it in 16 quarters.
  • Sonata Capital Group's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $2.44M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Sonata Capital Group's 13F filing for Q4 2025, filed 26 Jan 2026.