IBMN ISHARES IBND DEC 2025

Ownership history in ORG Partners LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in ISHARES IBND DEC 2025 (IBMN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q1)
Avg. % of fund
0.02%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,700 0% 0.02% $99K $26.63
2025 Q2 UNCHANGED 3,700 0% 0.02% $99K $26.46
2025 Q1 UNCHANGED 3,700 0% 0.02% $99K $26.30
2024 Q4 UNCHANGED 3,700 0% 0.01% $98K $26.08
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBMN price (monthly, adj. close)

Other funds also holding IBMN

As of 2025 Q4 — sorted by position size

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