United Capital Financial Advisors’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 |
-114,738
| Closed | -$3.07M | – | 1386 |
|
|
2025
Q3 | $3.07M | Buy |
114,738
+11,640
| +11% | +$311K | 0.02% | 375 |
|
|
2025
Q2 | $2.76M | Sell |
103,098
-152
| -0.1% | -$4.06K | 0.02% | 385 |
|
|
2025
Q1 | $2.76M | Buy |
103,250
+15,427
| +18% | +$412K | 0.02% | 365 |
|
|
2024
Q4 | $2.34M | Buy |
87,823
+6,949
| +9% | +$185K | 0.02% | 385 |
|
|
2024
Q3 | $2.16M | Sell |
80,874
-2,489
| -3% | -$66.2K | 0.02% | 402 |
|
|
2024
Q2 | $2.21M | Sell |
83,363
-5,695
| -6% | -$150K | 0.02% | 379 |
|
|
2024
Q1 | $2.36M | Sell |
89,058
-17,173
| -16% | -$455K | 0.02% | 399 |
|
|
2023
Q4 | $2.82M | Sell |
106,231
-13,326
| -11% | -$350K | 0.02% | 361 |
|
|
2023
Q3 | $3.12M | Buy |
119,557
+2,161
| +2% | +$56.8K | 0.02% | 365 |
|
|
2023
Q2 | $3.09M | Sell |
117,396
-3,935
| -3% | -$104K | 0.02% | 379 |
|
|
2023
Q1 | $3.23M | Sell |
121,331
-13,436
| -10% | -$356K | 0.02% | 379 |
|
|
2022
Q4 | $3.55M | Sell |
134,767
-3,116
| -2% | -$81.6K | 0.02% | 379 |
|
|
2022
Q3 | $3.57M | Sell |
137,883
-571
| -0.4% | -$15.2K | 0.02% | 381 |
|
|
2022
Q2 | $3.69M | Sell |
138,454
-4,834
| -3% | -$128K | 0.02% | 388 |
|
|
2022
Q1 | $3.82M | Sell |
143,288
-1,882
| -1% | -$51.2K | 0.02% | 407 |
|
|
2021
Q4 | $4.04M | Sell |
145,170
-536
| -0.4% | -$14.9K | 0.02% | 406 |
|
|
2021
Q3 | $4.07M | Buy |
145,706
+5,094
| +4% | +$143K | 0.02% | 403 |
|
|
2021
Q2 | $3.94M | Sell |
140,612
-1,980
| -1% | -$55.5K | 0.02% | 412 |
|
|
2021
Q1 | $3.98M | Sell |
142,592
-5,792
| -4% | -$163K | 0.02% | 387 |
|
|
2020
Q4 | $4.18M | Sell |
148,384
-6,830
| -4% | -$192K | 0.03% | 383 |
|
|
2020
Q3 | $4.36M | Buy |
+155,214
| New | +$4.36M | 0.03% | 366 |
|
Other funds holding IBMN
United Capital Financial Advisors's IBMN Position: Q4 2025 in Review
United Capital Financial Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 114,738 shares — an estimated $3.07M sold.
United Capital Financial Advisors first reported a position in IBMN in Q3 2020 and held it in 21 quarters. The position peaked at $4.36M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.
- United Capital Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
- United Capital Financial Advisors sold 114,738 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $3.07M.
- United Capital Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2020 and held it in 21 quarters.
- United Capital Financial Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $4.36M in Q3 2020.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.
Based on United Capital Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.