Thrivent Financial for Lutherans
IBMN

Thrivent Financial for Lutherans’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Thrivent Financial for Lutherans’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
2023
Q1 		– Sell
-34,206
Closed -$902K – 2466
2022
Q4 		$902K Buy
34,206
+9,062
+36% +$237K ﹤0.01% 1794
2022
Q3 		$651K Buy
+25,144
New +$668K ﹤0.01% 1935

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans's IBMN Position: Q1 2023 in Review

Thrivent Financial for Lutherans sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2023, closing a stake of 34,206 shares — an estimated $902K sold.

Thrivent Financial for Lutherans first reported a position in IBMN in Q3 2022 and held it in 2 quarters. The position peaked at $902K in Q4 2022. 134 funds tracked by Wall St. Rank hold IBMN as of Q1 2023.

  • Thrivent Financial for Lutherans reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 34,206 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2023, an estimated $902K.
  • Thrivent Financial for Lutherans first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2022 and held it in 2 quarters.
  • Thrivent Financial for Lutherans's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $902K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2023.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2023, filed 17 May 2023.