Wealth Enhancement Advisory Services
IBMN

Wealth Enhancement Advisory Services’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-18,907
Closed -$503K – 3048
2024
Q4 		$503K Hold
18,907
– – ﹤0.01% 1989
2024
Q3 		$504K Buy
+18,907
New +$503K ﹤0.01% 1830

Other funds holding IBMN

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBMN Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2025, closing a stake of 18,907 shares — an estimated $503K sold.

Wealth Enhancement Advisory Services first reported a position in IBMN in Q3 2024 and held it in 2 quarters. The position peaked at $504K in Q3 2024. 165 funds tracked by Wall St. Rank hold IBMN as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 18,907 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2025, an estimated $503K.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $504K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.