WCM
IBMN

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

WealthBridge 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
2025
Q4 		– Sell
-17,052
Closed -$457K – 213
2025
Q3 		$457K Sell
17,052
-160
-0.9% -$4.28K 0.11% 132
2025
Q2 		$461K Buy
17,212
+717
+4% +$19.1K 0.12% 124
2025
Q1 		$441K Buy
16,495
+306
+2% +$8.17K 0.12% 119
2024
Q4 		$431K Buy
16,189
+1,414
+10% +$37.6K 0.12% 119
2024
Q3 		$394K Buy
14,775
+3,662
+33% +$97.4K 0.11% 131
2024
Q2 		$294K Sell
11,113
-829
-7% -$21.9K 0.1% 132
2024
Q1 		$316K Sell
11,942
-113
-0.9% -$2.99K 0.11% 127
2023
Q4 		$320K Sell
12,055
-809
-6% -$21.3K 0.12% 119
2023
Q3 		$335K Sell
12,864
-440
-3% -$11.6K 0.14% 113
2023
Q2 		$350K Sell
13,304
-660
-5% -$17.4K 0.14% 116
2023
Q1 		$372K Buy
13,964
+1,781
+15% +$47.1K 0.15% 118
2022
Q4 		$321K Buy
+12,183
New +$319K 0.13% 141
2021
Q1 		– Sell
-7,114
Closed -$200K – 159
2020
Q4 		$200K Buy
+7,114
New +$200K 0.09% 142
2019
Q2 		– Sell
-4,700
Closed -$125K – 444
2019
Q1 		$125K Buy
+4,700
New +$123K 0.08% 160

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

WealthBridge Capital Management's IBMN Position: Q4 2025 in Review

WealthBridge Capital Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 17,052 shares — an estimated $457K sold.

WealthBridge Capital Management first reported a position in IBMN in Q1 2019 and held it in 14 quarters. The position peaked at $461K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • WealthBridge Capital Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • WealthBridge Capital Management sold 17,052 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $457K.
  • WealthBridge Capital Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2019 and held it in 14 quarters.
  • WealthBridge Capital Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $461K 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 WealthBridge Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.