ST
IBMN

Spinnaker Trust’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Spinnaker Trust’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
-31,370
Closed -$840K – 305
2025
Q3 		$840K Hold
31,370
– – 0.05% 162
2025
Q2 		$840K Sell
31,370
-310
-1% -$8.28K 0.05% 162
2025
Q1 		$847K Buy
31,680
+5,685
+22% +$152K 0.06% 155
2024
Q4 		$692K Hold
25,995
– – 0.04% 168
2024
Q3 		$693K Buy
25,995
+1,710
+7% +$45.5K 0.04% 174
2024
Q2 		$643K Buy
24,285
+1,920
+9% +$50.7K 0.04% 178
2024
Q1 		$592K Buy
22,365
+7,631
+52% +$202K 0.04% 181
2023
Q4 		$391K Buy
14,734
+5,680
+63% +$149K 0.03% 210
2023
Q3 		$236K Hold
9,054
– – 0.02% 249
2023
Q2 		$238K Hold
9,054
– – 0.02% 240
2023
Q1 		$241K Sell
9,054
-1,800
-17% -$47.7K 0.02% 233
2022
Q4 		$286K Hold
10,854
– – 0.02% 231
2022
Q3 		$281K Hold
10,854
– – 0.02% 227
2022
Q2 		$289K Hold
10,854
– – 0.02% 232
2022
Q1 		$289K Buy
10,854
+2,765
+34% +$75.2K 0.02% 239
2021
Q4 		$225K Buy
+8,089
New +$226K 0.01% 267

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Spinnaker Trust's IBMN Position: Q4 2025 in Review

Spinnaker Trust sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 31,370 shares — an estimated $840K sold.

Spinnaker Trust first reported a position in IBMN in Q4 2021 and held it in 16 quarters. The position peaked at $847K in Q1 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Spinnaker Trust reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Spinnaker Trust sold 31,370 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $840K.
  • Spinnaker Trust first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2021 and held it in 16 quarters.
  • Spinnaker Trust's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $847K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Spinnaker Trust's 13F filing for Q4 2025, filed 10 Feb 2026.