SCA
IBMN

Stonebridge Capital Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Stonebridge Capital Advisors’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
Q3 		– Sell
-15,060
Closed -$403K – 221
2025
Q2 		$403K Sell
15,060
-2,825
-16% -$75.4K 0.03% 149
2025
Q1 		$478K Sell
17,885
-2,996
-14% -$80K 0.04% 133
2024
Q4 		$556K Sell
20,881
-4,975
-19% -$132K 0.04% 131
2024
Q3 		$689K Sell
25,856
-4,000
-13% -$106K 0.06% 126
2024
Q2 		$791K Sell
29,856
-22,412
-43% -$592K 0.07% 118
2024
Q1 		$1.38M Sell
52,268
-38,307
-42% -$1.01M 0.12% 111
2023
Q4 		$2.4M Sell
90,575
-4,173
-4% -$110K 0.24% 83
2023
Q3 		$2.47M Sell
94,748
-3,963
-4% -$104K 0.27% 78
2023
Q2 		$2.6M Buy
98,711
+2,197
+2% +$57.9K 0.28% 77
2023
Q1 		$2.57M Buy
96,514
+5,954
+7% +$158K 0.29% 75
2022
Q4 		$2.39M Buy
90,560
+13,435
+17% +$352K 0.28% 83
2022
Q3 		$2M Buy
77,125
+7,646
+11% +$203K 0.26% 88
2022
Q2 		$1.85M Buy
69,479
+7,024
+11% +$186K 0.22% 101
2022
Q1 		$1.67M Buy
62,455
+7,551
+14% +$205K 0.18% 103
2021
Q4 		$1.53M Buy
54,904
+4,301
+8% +$120K 0.17% 105
2021
Q3 		$1.42M Sell
50,603
-43,343
-46% -$1.22M 0.17% 104
2021
Q2 		$2.63M Buy
93,946
+48,116
+105% +$1.35M 0.17% 108
2021
Q1 		$1.28M Buy
45,830
+5,300
+13% +$149K 0.17% 104
2020
Q4 		$1.14M Buy
40,530
+20,430
+102% +$574K 0.17% 105
2020
Q3 		$565K Buy
20,100
+12,885
+179% +$362K 0.1% 120
2020
Q2 		$201K Sell
7,215
-1,500
-17% -$41.2K 0.04% 164
2020
Q1 		$236K Buy
8,715
+2,825
+48% +$76.9K 0.05% 143
2019
Q4 		$160K Buy
5,890
+3,525
+149% +$95.6K 0.03% 198
2019
Q3 		$64K Buy
2,365
+1,565
+196% +$42.5K 0.01% 286
2019
Q2 		$22K Buy
+800
New +$21.3K ﹤0.01% 441

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonebridge Capital Advisors's IBMN Position: Q3 2025 in Review

Stonebridge Capital Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2025, closing a stake of 15,060 shares — an estimated $403K sold.

Stonebridge Capital Advisors first reported a position in IBMN in Q2 2019 and held it in 25 quarters. The position peaked at $2.63M in Q2 2021. 158 funds tracked by Wall St. Rank hold IBMN as of Q3 2025.

  • Stonebridge Capital Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 15,060 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2025, an estimated $403K.
  • Stonebridge Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2019 and held it in 25 quarters.
  • Stonebridge Capital Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $2.63M in Q2 2021.
  • 158 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2025.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.