VA
IBMN

VestGen Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

VestGen Advisors’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
-35,208
Closed -$943K – 797
2025
Q3 		$943K Buy
35,208
+5,195
+17% +$139K 0.03% 378
2025
Q2 		$803K Buy
+30,013
New +$801K 0.03% 366

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

VestGen Advisors's IBMN Position: Q4 2025 in Review

VestGen Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 35,208 shares — an estimated $943K sold.

VestGen Advisors first reported a position in IBMN in Q2 2025 and held it in 2 quarters. The position peaked at $943K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • VestGen Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • VestGen Advisors sold 35,208 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $943K.
  • VestGen Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2025 and held it in 2 quarters.
  • VestGen Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $943K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.