IBMN β€” ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF

Ownership history in WealthBridge Capital Management, LLC  Β·  14 quarters on record

AI Ownership Summary

WealthBridge Capital Management, LLC reported ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF (IBMN) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.12% in 2025 Q1. The latest visible filing shows IBMN at 0.11% 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 WealthBridge Capital Management, LLC's position in ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF, 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 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q1

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.

How WealthBridge Capital Management, LLC held IBMN β€” position size vs. price
% of Fund (quarterly)    IBMN price (quarter-end, 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 REDUCED 17,052 -160 -0.9% 0.11% $457K 2025-11-07 $26.68
2025 Q2 ADDED 17,212 +717 +4.3% 0.12% $461K 2025-08-12 $26.53
2025 Q1 ADDED 16,495 +306 +1.9% 0.12% $441K 2025-04-25 $26.29
2024 Q4 ADDED 16,189 +1,414 +9.6% 0.12% $431K 2025-02-03 $26.17
2024 Q3 ADDED 14,775 +3,662 +33.0% 0.11% $394K 2024-10-07 $25.94
2024 Q2 REDUCED 11,113 -829 -6.9% 0.10% $294K 2024-08-02 $25.86
2024 Q1 REDUCED 11,942 -113 -0.9% 0.11% $316K 2024-04-30 $25.47
2023 Q4 REDUCED 12,055 -809 -6.3% 0.12% $320K 2024-02-12 $25.44
6 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 WealthBridge Capital Management, LLC and IBMN

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

How long has WealthBridge Capital Management, LLC reported owning IBMN?

WealthBridge Capital Management, LLC reported IBMN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IBMN position in WealthBridge Capital Management, LLC's portfolio?

The largest reported portfolio weight for IBMN was 0.12% in 2025 Q1.

What is the latest reported IBMN position on this page?

The most recent filing on this page is 2025 Q3, when WealthBridge Capital Management, LLC reported 17,052 shares, equal to 0.11% of portfolio, with an estimated market value of $457K.

What does the chart on this IBMN ownership page compare?

The chart compares WealthBridge Capital Management, LLC'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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