Vigilant Capital Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Vigilant Capital 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
2023 Q2	$242K	Buy	9,205 +1,050	+13%	+$27.7K	0.02%	134
2023 Q1	$217K	Buy	8,155 +40	+0.5%	+$1.06K	0.02%	139
2022 Q4	$214K	Buy	8,115 +390	+5%	+$10.2K	0.02%	141
2022 Q3	$200K	Sell	7,725 -345	-4%	-$9.16K	0.02%	148
2022 Q2	$215K	Buy	8,070 +475	+6%	+$12.6K	0.02%	145
2022 Q1	$202K	Hold	7,595	–	–	0.02%	170
2021 Q4	$212K	Buy	7,595 +6,550	+627%	+$183K	0.01%	190
2021 Q3	$29K	Hold	1,045	–	–	﹤0.01%	320
2021 Q2	$29K	Buy	1,045 +200	+24%	+$5.6K	﹤0.01%	313
2021 Q1	$24K	Buy	845 +700	+483%	+$19.6K	﹤0.01%	285
2020 Q4	$4K	Buy	+145	New	+$4.08K	﹤0.01%	320

Other funds holding IBMN

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

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

Vigilant Capital Management's IBMN Position: Q2 2023 in Review

Vigilant Capital Management increased its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 13% in Q2 2023, buying an estimated $27.7K and bringing the position to 9,205 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #134.

Vigilant Capital Management first reported a position in IBMN in Q4 2020 and has held it in 11 quarters since. 132 funds tracked by Wall St. Rank hold IBMN as of Q2 2023.

Vigilant Capital Management held 9,205 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $242K as of Q2 2023.
Vigilant Capital Management bought 1,050 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2023, an estimated $27.7K.
iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.02% of Vigilant Capital Management's portfolio in Q2 2023, its #134 holding.
Vigilant Capital Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2020 and has held it in 11 quarters since.
132 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.