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
-22,784
Closed -$1.2M – 64
2015
Q2 		$1.2M Hold
22,784
– – 0.33% 47
2015
Q1 		$1.2M Hold
22,784
– – 0.33% 48
2014
Q4 		$1.2M Buy
22,784
+2,181
+11% +$115K 0.34% 47
2014
Q3 		$1.09M Hold
20,603
– – 0.33% 50
2014
Q2 		$1.09M Hold
20,603
– – 0.33% 50
2014
Q1 		$1.09M Buy
+20,603
New +$1.09M 0.34% 50

Phillips Financial Management's IBMD Position: Q3 2015 in Review

Phillips Financial Management sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2015, closing a stake of 22,784 shares — an estimated $1.2M sold.

Phillips Financial Management first reported a position in IBMD in Q1 2014 and held it in 6 quarters. The position peaked at $1.2M in Q4 2014. 0 funds tracked by Wall St. Rank hold IBMD as of Q3 2015.

  • Phillips Financial Management reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2015 after selling out during the quarter.
  • Phillips Financial Management sold 22,784 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2015, an estimated $1.2M.
  • Phillips Financial Management first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q1 2014 and held it in 6 quarters.
  • Phillips Financial Management's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $1.2M in Q4 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q3 2015.

Based on Phillips Financial Management's 13F filing for Q3 2015, filed 23 Oct 2015.