IBMN β€” ISHARES IBONDS DEC 2025 TERM

Ownership history in GOULD ASSET MANAGEMENT LLC /CA/  Β·  12 quarters on record

AI Ownership Summary

GOULD ASSET MANAGEMENT LLC /CA/ reported ISHARES IBONDS DEC 2025 TERM (IBMN) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.11% in 2023 Q4. The latest visible filing shows IBMN at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBMN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GOULD ASSET MANAGEMENT LLC /CA/'s position in ISHARES IBONDS DEC 2025 TERM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IBMN was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBMN stock page GOULD ASSET MANAGEMENT LLC /CA/ fund profile GOULD ASSET MANAGEMENT LLC /CA/ full holdings
How GOULD ASSET MANAGEMENT LLC /CA/ held IBMN β€” position size vs. price
% of Fund (quarterly)    IBMN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 19,095 β€” 0% 0.09% $512K 2025-10-28 $26.68
2025 Q2 ADDED 19,095 +2,610 +15.8% 0.10% $511K 2025-08-05 $26.54
2025 Q1 UNCHANGED 16,485 β€” 0% 0.09% $441K 2025-05-01 $26.31
2024 Q4 ADDED 16,485 +140 +0.9% 0.09% $439K 2025-02-07 $26.21
2024 Q3 UNCHANGED 16,345 β€” 0% 0.09% $436K 2024-11-12 $25.97
2024 Q2 UNCHANGED 16,345 β€” 0% 0.10% $433K 2024-08-05 $25.83
2024 Q1 UNCHANGED 16,345 β€” 0% 0.10% $432K 2024-05-03 $25.52
2023 Q4 ADDED 16,345 +7,880 +93.1% 0.11% $434K 2024-02-02 $25.43
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IBMN

As of 2025 Q4 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.01% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About GOULD ASSET MANAGEMENT LLC /CA/ and IBMN

These are the practical questions this page is built to answer before you even open the full history table.

How long has GOULD ASSET MANAGEMENT LLC /CA/ reported owning IBMN?

GOULD ASSET MANAGEMENT LLC /CA/ reported IBMN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IBMN position in GOULD ASSET MANAGEMENT LLC /CA/'s portfolio?

The largest reported portfolio weight for IBMN was 0.11% in 2023 Q4.

What is the latest reported IBMN position on this page?

The most recent filing on this page is 2025 Q3, when GOULD ASSET MANAGEMENT LLC /CA/ reported 19,095 shares, equal to 0.09% of portfolio, with an estimated market value of $512K.

What does the chart on this IBMN ownership page compare?

The chart compares GOULD ASSET MANAGEMENT LLC /CA/'s quarterly IBMN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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