PFM
IBMD

Phillips Financial Management’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Phillips Financial Management’s Portfolio IBMD Stock Details IBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
2015
Q2 		$1.2M Hold
2015
Q1 		$1.2M Hold
2014
Q4 		$1.2M Buy
2014
Q3 		$1.09M Hold
2014
Q2 		$1.09M Hold
2014
Q1 		$1.09M Buy