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IBMN

Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024
Q1 		$669K Sell
25,268
-3,048
-11% -$80.7K 0.02% 299
2023
Q4 		$752K Sell
28,316
-583,113
-95% -$15.3M 0.02% 269
2023
Q3 		$15.9M Buy
611,429
+47,651
+8% +$1.25M 0.55% 40
2023
Q2 		$14.8M Buy
563,778
+16,550
+3% +$436K 0.49% 50
2023
Q1 		$14.6M Buy
547,228
+10,978
+2% +$291K 0.51% 48
2022
Q4 		$14.1M Buy
536,250
+35,954
+7% +$941K 0.54% 42
2022
Q3 		$13M Buy
500,296
+69,789
+16% +$1.85M 0.56% 36
2022
Q2 		$11.5M Buy
430,507
+49,491
+13% +$1.31M 0.48% 47
2022
Q1 		$10M Buy
381,016
+89,040
+30% +$2.42M 0.4% 60
2021
Q4 		$8.13M Buy
291,976
+15,356
+6% +$428K 0.28% 83
2021
Q3 		$7.73M Buy
276,620
+38,235
+16% +$1.07M 0.3% 78
2021
Q2 		$6.67M Buy
238,385
+49,378
+26% +$1.38M 0.26% 86
2021
Q1 		$5.28M Buy
189,007
+25,248
+15% +$708K 0.23% 95
2020
Q4 		$4.61M Buy
163,759
+58,015
+55% +$1.63M 0.22% 93
2020
Q3 		$2.97M Buy
105,744
+83,889
+384% +$2.36M 0.16% 108
2020
Q2 		$609K Buy
21,855
+8,934
+69% +$245K 0.04% 210
2020
Q1 		$349K Buy
12,921
+5,554
+75% +$151K 0.03% 264
2019
Q4 		$200K Buy
+7,367
New +$200K 0.01% 398

Other funds holding IBMN

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.89B AUM 26.04% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IBMN Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 11% in Q1 2024, selling an estimated $80.7K and leaving 25,268 shares worth $669K. The position accounts for 0.02% of the portfolio, ranked #299.

Wilbanks Smith & Thomas Asset Management first reported a position in IBMN in Q4 2019 and has held it in 18 quarters since. The position peaked at $15.9M in Q3 2023. 151 funds tracked by Wall St. Rank hold IBMN as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 25,268 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $669K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 3,048 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2024, an estimated $80.7K.
  • iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #299 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • Wilbanks Smith & Thomas Asset Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $15.9M in Q3 2023.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.