Wealthspire Advisors (New York)’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Wealthspire Advisors (New York)’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	-10,180	Closed	-$273K	–	1886
2025 Q3	$273K	Hold	10,180	–	–	﹤0.01%	700
2025 Q2	$272K	Hold	10,180	–	–	﹤0.01%	698
2025 Q1	$272K	Buy	+10,180	New	+$272K	﹤0.01%	666

Other funds holding IBMN

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

Wealthspire Advisors (New York)'s IBMN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 10,180 shares — an estimated $273K sold.

Wealthspire Advisors (New York) first reported a position in IBMN in Q1 2025 and held it in 3 quarters. The position peaked at $273K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 10,180 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $273K.
Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2025 and held it in 3 quarters.
Wealthspire Advisors (New York)'s iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $273K 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 Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.