WI
IBMN

WrapManager Inc’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

WrapManager Inc’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
Q3 		– Sell
-13,269
Closed -$355K – 184
2025
Q2 		$355K Sell
13,269
-599
-4% -$16K 0.09% 141
2025
Q1 		$371K Sell
13,868
-438
-3% -$11.7K 0.1% 133
2024
Q4 		$381K Sell
14,306
-40
-0.3% -$1.06K 0.1% 134
2024
Q3 		$382K Sell
14,346
-479
-3% -$12.7K 0.1% 137
2024
Q2 		$393K Buy
14,825
+118
+0.8% +$3.12K 0.11% 141
2024
Q1 		$389K Buy
14,707
+525
+4% +$13.9K 0.11% 160
2023
Q4 		$376K Buy
14,182
+1,793
+14% +$47.1K 0.11% 170
2023
Q3 		$323K Sell
12,389
-382
-3% -$10K 0.1% 182
2023
Q2 		$336K Sell
12,771
-1,559
-11% -$41.1K 0.1% 194
2023
Q1 		$381K Sell
14,330
-231
-2% -$6.12K 0.12% 183
2022
Q4 		$384K Buy
14,561
+2,794
+24% +$73.1K 0.12% 172
2022
Q3 		$305K Sell
11,767
-207
-2% -$5.5K 0.1% 196
2022
Q2 		$319K Sell
11,974
-78
-0.6% -$2.06K 0.1% 205
2022
Q1 		$321K Sell
12,052
-196
-2% -$5.33K 0.09% 225
2021
Q4 		$341K Hold
12,248
– – 0.09% 222
2021
Q3 		$342K Sell
12,248
-150
-1% -$4.21K 0.09% 217
2021
Q2 		$347K Hold
12,398
– – 0.09% 215
2021
Q1 		$346K Sell
12,398
-276
-2% -$7.75K 0.1% 198
2020
Q4 		$357K Sell
12,674
-5,289
-29% -$149K 0.1% 182
2020
Q3 		$505K Sell
17,963
-58
-0.3% -$1.63K 0.17% 134
2020
Q2 		$502K Buy
18,021
+3,752
+26% +$103K 0.19% 130
2020
Q1 		$386K Sell
14,269
-4,632
-25% -$126K 0.17% 134
2019
Q4 		$514K Buy
+18,901
New +$513K 0.16% 138

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WrapManager Inc's IBMN Position: Q3 2025 in Review

WrapManager Inc sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2025, closing a stake of 13,269 shares — an estimated $355K sold.

WrapManager Inc first reported a position in IBMN in Q4 2019 and held it in 23 quarters. The position peaked at $514K in Q4 2019. 158 funds tracked by Wall St. Rank hold IBMN as of Q3 2025.

  • WrapManager Inc reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WrapManager Inc sold 13,269 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2025, an estimated $355K.
  • WrapManager Inc first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2019 and held it in 23 quarters.
  • WrapManager Inc's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $514K in Q4 2019.
  • 158 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2025.

Based on WrapManager Inc's 13F filing for Q3 2025, filed 10 Nov 2025.