PFM
IBME

Phillips Financial Management’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

Phillips Financial Management’s Portfolio IBME Stock Details IBME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-63,155
Closed -$1.67M – 67
2016
Q2 		$1.67M Sell
63,155
-5,284
-8% -$140K 0.45% 37
2016
Q1 		$1.81M Buy
68,439
+6
+0% +$159 0.5% 35
2015
Q4 		$1.81M Buy
68,433
+11
+0% +$292 0.55% 34
2015
Q3 		$1.81M Buy
68,422
+6
+0% +$160 0.53% 34
2015
Q2 		$1.82M Buy
68,416
+10
+0% +$266 0.5% 37
2015
Q1 		$1.82M Buy
68,406
+10
+0% +$267 0.5% 37
2014
Q4 		$1.82M Buy
68,396
+5,276
+8% +$141K 0.52% 37
2014
Q3 		$1.69M Buy
63,120
+10
+0% +$268 0.51% 40
2014
Q2 		$1.69M Buy
63,110
+2,672
+4% +$71.6K 0.5% 40
2014
Q1 		$1.62M Buy
60,438
+7,208
+14% +$193K 0.51% 40
2013
Q4 		$1.43M Buy
53,230
+6,308
+13% +$169K 0.47% 41
2013
Q3 		$1.25M Buy
+46,922
New +$1.25M 0.44% 42

Phillips Financial Management's IBME Position: Q3 2016 in Review

Phillips Financial Management sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q3 2016, closing a stake of 63,155 shares — an estimated $1.67M sold.

Phillips Financial Management first reported a position in IBME in Q3 2013 and held it in 12 quarters. The position peaked at $1.82M in Q4 2014. 0 funds tracked by Wall St. Rank hold IBME as of Q3 2016.

  • Phillips Financial Management reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q3 2016 after selling out during the quarter.
  • Phillips Financial Management sold 63,155 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q3 2016, an estimated $1.67M.
  • Phillips Financial Management first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q3 2013 and held it in 12 quarters.
  • Phillips Financial Management's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $1.82M in Q4 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q3 2016.

Based on Phillips Financial Management's 13F filing for Q3 2016, filed 1 Nov 2016.