VA
IBMN

Valmark Advisers’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Valmark Advisers’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
Q4 		– Sell
-100,959
Closed -$2.7M – 664
2025
Q3 		$2.7M Sell
100,959
-876
-0.9% -$23.4K 0.03% 187
2025
Q2 		$2.73M Buy
101,835
+5,050
+5% +$135K 0.04% 179
2025
Q1 		$2.59M Buy
96,785
+33,784
+54% +$902K 0.04% 168
2024
Q4 		$1.68M Buy
63,001
+14,617
+30% +$389K 0.03% 230
2024
Q3 		$1.29M Sell
48,384
-3,792
-7% -$101K 0.02% 259
2024
Q2 		$1.38M Buy
52,176
+9,056
+21% +$239K 0.02% 232
2024
Q1 		$1.14M Buy
43,120
+3,347
+8% +$88.6K 0.02% 250
2023
Q4 		$1.06M Buy
39,773
+2,109
+6% +$55.4K 0.02% 243
2023
Q3 		$982K Buy
37,664
+4,347
+13% +$114K 0.02% 229
2023
Q2 		$877K Buy
33,317
+7,227
+28% +$191K 0.02% 243
2023
Q1 		$694K Sell
26,090
-566
-2% -$15K 0.01% 271
2022
Q4 		$703K Buy
26,656
+430
+2% +$11.3K 0.02% 261
2022
Q3 		$680K Sell
26,226
-1,612
-6% -$42.8K 0.01% 239
2022
Q2 		$741K Sell
27,838
-7,034
-20% -$186K 0.01% 238
2022
Q1 		$930K Buy
34,872
+797
+2% +$21.7K 0.02% 217
2021
Q4 		$949K Buy
34,075
+14,272
+72% +$398K 0.02% 207
2021
Q3 		$554K Sell
19,803
-4,729
-19% -$133K 0.01% 265
2021
Q2 		$687K Buy
24,532
+2,562
+12% +$71.8K 0.01% 237
2021
Q1 		$614K Buy
21,970
+3,059
+16% +$85.8K 0.01% 244
2020
Q4 		$533K Buy
18,911
+3,597
+23% +$101K 0.01% 249
2020
Q3 		$430K Hold
15,314
– – 0.01% 198
2020
Q2 		$427K Buy
15,314
+5,726
+60% +$157K 0.01% 180
2020
Q1 		$259K Buy
9,588
+2,068
+28% +$56.3K 0.01% 195
2019
Q4 		$204K Buy
+7,520
New +$204K ﹤0.01% 232

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Valmark Advisers's IBMN Position: Q4 2025 in Review

Valmark Advisers sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 100,959 shares — an estimated $2.7M sold.

Valmark Advisers first reported a position in IBMN in Q4 2019 and held it in 24 quarters. The position peaked at $2.73M in Q2 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Valmark Advisers reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Valmark Advisers sold 100,959 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $2.7M.
  • Valmark Advisers first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2019 and held it in 24 quarters.
  • Valmark Advisers's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $2.73M in Q2 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Valmark Advisers's 13F filing for Q4 2025, filed 26 Jan 2026.