Phillips Financial Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,283	Closed	-$27.6K	–	254
2023 Q3	$27.6K	Buy	1,283 +23	+2%	+$495	﹤0.01%	203
2023 Q2	$27.5K	Buy	1,260 +21	+2%	+$459	﹤0.01%	198
2023 Q1	$27.2K	Buy	+1,239	New	+$27.2K	﹤0.01%	203