Stephenson & Company’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Stephenson & Company’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	-7,499	Closed	-$201K	–	46
2025 Q3	$201K	Hold	7,499	–	–	0.12%	42
2025 Q2	$201K	Hold	7,499	–	–	0.12%	42
2025 Q1	$201K	Buy	+7,499	New	+$200K	0.13%	37

Other funds holding IBMN

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

Stephenson & Company's IBMN Position: Q4 2025 in Review

Stephenson & Company sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 7,499 shares — an estimated $201K sold.

Stephenson & Company first reported a position in IBMN in Q1 2025 and held it in 3 quarters. The position peaked at $201K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Stephenson & Company reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Stephenson & Company sold 7,499 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $201K.
Stephenson & Company first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2025 and held it in 3 quarters.
Stephenson & Company's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $201K 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 Stephenson & Company's 13F filing for Q4 2025, filed 27 Jan 2026.