WJ Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

WJ Wealth 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 Q3	–	Sell	-9,551	Closed	-$253K	–	78
2024 Q2	$253K	Hold	9,551	–	–	0.09%	73
2024 Q1	$253K	Sell	9,551 -7,813	-45%	-$207K	0.1%	68
2023 Q4	$461K	Sell	17,364 -21,565	-55%	-$567K	0.2%	52
2023 Q3	$1.02M	Hold	38,929	–	–	0.49%	33
2023 Q2	$1.03M	Sell	38,929 -1,645	-4%	-$43.4K	0.48%	32
2023 Q1	$1.08M	Sell	40,574 -44,863	-53%	-$1.19M	0.73%	26
2022 Q4	$2.25M	Buy	85,437 +29,424	+53%	+$770K	1.31%	18
2022 Q3	$1.45M	Buy	56,013 +22,041	+65%	+$585K	0.91%	22
2022 Q2	$904K	Buy	+33,972	New	+$898K	0.64%	23

Other funds holding IBMN

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WJ Wealth Management's IBMN Position: Q3 2024 in Review

WJ Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2024, closing a stake of 9,551 shares — an estimated $253K sold.

WJ Wealth Management first reported a position in IBMN in Q2 2022 and held it in 9 quarters. The position peaked at $2.25M in Q4 2022. 154 funds tracked by Wall St. Rank hold IBMN as of Q3 2024.

WJ Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
WJ Wealth Management sold 9,551 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2024, an estimated $253K.
WJ Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2022 and held it in 9 quarters.
WJ Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $2.25M in Q4 2022.
154 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2024.

Based on WJ Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.