IBMN ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF

Ownership history in Red Tortoise LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Red Tortoise LLC reported a position in ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF (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
0.21% (2025 Q2)
Avg. % of fund
0.2%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 16,571 +88 +0.5% 0.19% $444K $26.63
2025 Q2 INITIATED 16,483 0.21% $441K $26.46
% 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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