Truist Financial
IBMN

Truist Financial’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Truist Financial’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
-253,922
Closed -$6.8M – 2747
2025
Q2 		$6.8M Buy
253,922
+5,253
+2% +$140K 0.01% 719
2025
Q1 		$6.65M Buy
248,669
+1,789
+0.7% +$47.8K 0.01% 711
2024
Q4 		$6.57M Sell
246,880
-1,124
-0.5% -$29.9K 0.01% 718
2024
Q3 		$6.61M Buy
248,004
+5,327
+2% +$142K 0.01% 729
2024
Q2 		$6.43M Buy
242,677
+16,269
+7% +$430K 0.01% 763
2024
Q1 		$5.99M Buy
226,408
+13,189
+6% +$349K 0.01% 823
2023
Q4 		$5.66M Sell
213,219
-989
-0.5% -$26K 0.01% 828
2023
Q3 		$5.59M Buy
214,208
+2,602
+1% +$68.3K 0.01% 804
2023
Q2 		$5.57M Buy
211,606
+23,754
+13% +$626K 0.01% 799
2023
Q1 		$5M Buy
187,852
+5,295
+3% +$140K 0.01% 827
2022
Q4 		$4.81M Buy
+182,557
New +$4.78M 0.01% 831

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

Truist Financial's IBMN Position: Q3 2025 in Review

Truist Financial sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2025, closing a stake of 253,922 shares — an estimated $6.8M sold.

Truist Financial first reported a position in IBMN in Q4 2022 and held it in 11 quarters. The position peaked at $6.8M in Q2 2025. 158 funds tracked by Wall St. Rank hold IBMN as of Q3 2025.

  • Truist Financial reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Truist Financial sold 253,922 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2025, an estimated $6.8M.
  • Truist Financial first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2022 and held it in 11 quarters.
  • Truist Financial's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $6.8M in Q2 2025.
  • 158 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2025.

Based on Truist Financial's 13F filing for Q3 2025, filed 3 Nov 2025.