Tradition Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-1,220	Closed	-$32K	–	756
2023 Q4	$32K	Buy	1,220 +4	+0.3%	+$105	﹤0.01%	730
2023 Q3	$32K	Buy	1,216 +603	+98%	+$15.8K	﹤0.01%	713
2023 Q2	$16K	Buy	613 +2	+0.3%	+$53	﹤0.01%	924
2023 Q1	$16K	Buy	611 +2	+0.3%	+$53	﹤0.01%	881
2022 Q4	$16K	Buy	609 +3	+0.5%	+$79	﹤0.01%	795
2022 Q3	$16K	Buy	606 +1	+0.2%	+$27	﹤0.01%	810
2022 Q2	$16K	Buy	605 +1	+0.2%	+$26	﹤0.01%	695
2022 Q1	$16K	Buy	604 +101	+20%	+$2.75K	﹤0.01%	771
2021 Q4	$14K	Buy	503 +1	+0.2%	+$28	﹤0.01%	816
2021 Q3	$14K	Buy	502 +1	+0.2%	+$28	﹤0.01%	811
2021 Q2	$14K	Buy	501 +1	+0.2%	+$28	﹤0.01%	850
2021 Q1	$14K	Hold	500	–	–	﹤0.01%	708
2020 Q4	$14K	Buy	+500	New	+$14.1K	﹤0.01%	660

Other funds holding IBMN

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tradition Wealth Management's IBMN Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2024, closing a stake of 1,220 shares — an estimated $32K sold.

Tradition Wealth Management first reported a position in IBMN in Q4 2020 and held it in 13 quarters. The position peaked at $32K in Q4 2023. 151 funds tracked by Wall St. Rank hold IBMN as of Q1 2024.

Tradition Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,220 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2024, an estimated $32K.
Tradition Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $32K in Q4 2023.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.