Steward Partners Investment Advisory’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-37,714
| Closed | -$1.01M | – | 4390 |
|
|
2025
Q3 | $1.01M | Sell |
37,714
-504
| -1% | -$13.5K | 0.01% | 1044 |
|
|
2025
Q2 | $1.02M | Sell |
38,218
-546
| -1% | -$14.6K | 0.01% | 989 |
|
|
2025
Q1 | $1.04M | Sell |
38,764
-5,023
| -11% | -$134K | 0.01% | 903 |
|
|
2024
Q4 | $1.17M | Sell |
43,787
-12,073
| -22% | -$321K | 0.01% | 819 |
|
|
2024
Q3 | $1.49M | Sell |
55,860
-19,755
| -26% | -$526K | 0.01% | 727 |
|
|
2024
Q2 | $2M | Sell |
75,615
-2,760
| -4% | -$72.9K | 0.02% | 583 |
|
|
2024
Q1 | $2.07M | Sell |
78,375
-6,791
| -8% | -$180K | 0.02% | 578 |
|
|
2023
Q4 | $2.26M | Sell |
85,166
-28,231
| -25% | -$742K | 0.03% | 473 |
|
|
2023
Q3 | $2.96M | Sell |
113,397
-2,798
| -2% | -$73.5K | 0.05% | 371 |
|
|
2023
Q2 | $3.06M | Sell |
116,195
-3,080
| -3% | -$81.2K | 0.05% | 364 |
|
|
2023
Q1 | $3.17M | Sell |
119,275
-428
| -0.4% | -$11.3K | 0.05% | 352 |
|
|
2022
Q4 | $3.16M | Sell |
119,703
-10,472
| -8% | -$274K | 0.05% | 344 |
|
|
2022
Q3 | $3.37M | Sell |
130,175
-4,570
| -3% | -$121K | 0.06% | 305 |
|
|
2022
Q2 | $3.59M | Buy |
134,745
+132,811
| +6,867% | +$3.51M | 0.07% | 298 |
|
|
2022
Q1 | $52K | Hold |
1,934
| – | – | ﹤0.01% | 1892 |
|
|
2021
Q4 | $54K | Hold |
1,934
| – | – | ﹤0.01% | 1868 |
|
|
2021
Q3 | $54K | Hold |
1,934
| – | – | ﹤0.01% | 1851 |
|
|
2021
Q2 | $54K | Hold |
1,934
| – | – | ﹤0.01% | 3181 |
|
|
2021
Q1 | $54K | Hold |
1,934
| – | – | ﹤0.01% | 1943 |
|
|
2020
Q4 | $54K | Hold |
1,934
| – | – | ﹤0.01% | 1632 |
|
|
2020
Q3 | $54K | Hold |
1,934
| – | – | ﹤0.01% | 1469 |
|
|
2020
Q2 | $54K | Hold |
1,934
| – | – | ﹤0.01% | 1383 |
|
|
2020
Q1 | $52K | Hold |
1,934
| – | – | ﹤0.01% | 1241 |
|
|
2019
Q4 | $52K | Hold |
1,934
| – | – | ﹤0.01% | 1374 |
|
|
2019
Q3 | $52K | Hold |
1,934
| – | – | ﹤0.01% | 1331 |
|
|
2019
Q2 | $52K | Buy |
+1,934
| New | +$51.5K | ﹤0.01% | 1321 |
|
Other funds holding IBMN
Steward Partners Investment Advisory's IBMN Position: Q4 2025 in Review
Steward Partners Investment Advisory sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 37,714 shares — an estimated $1.01M sold.
Steward Partners Investment Advisory first reported a position in IBMN in Q2 2019 and held it in 26 quarters. The position peaked at $3.59M in Q2 2022. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.
- Steward Partners Investment Advisory reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
- Steward Partners Investment Advisory sold 37,714 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.01M.
- Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2019 and held it in 26 quarters.
- Steward Partners Investment Advisory's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $3.59M in Q2 2022.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.
Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.