PFM
IBMH

Phillips Financial Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Phillips Financial Management’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-110,819
Closed -$2.82M – 79
2019
Q2 		$2.82M Hold
110,819
– – 0.52% 37
2019
Q1 		$2.81M Buy
110,819
+7,677
+7% +$195K 0.54% 37
2018
Q4 		$2.62M Sell
103,142
-3,570
-3% -$90.5K 0.56% 34
2018
Q3 		$2.7M Hold
106,712
– – 0.56% 32
2018
Q2 		$2.7M Buy
106,712
+39,465
+59% +$1,000K 0.57% 33
2018
Q1 		$1.7M Hold
67,247
– – 0.37% 42
2017
Q4 		$1.7M Buy
67,247
+2,281
+4% +$58K 0.36% 43
2017
Q3 		$1.66M Buy
64,966
+2,302
+4% +$58.9K 0.36% 41
2017
Q2 		$1.6M Hold
62,664
– – 0.37% 42
2017
Q1 		$1.6M Hold
62,664
– – 0.39% 42
2016
Q4 		$1.59M Sell
62,664
-6,669
-10% -$170K 0.4% 42
2016
Q3 		$1.77M Buy
69,333
+21,712
+46% +$560K 0.47% 39
2016
Q2 		$1.23M Buy
47,621
+3,091
+7% +$79.5K 0.33% 45
2016
Q1 		$1.14M Buy
44,530
+2,725
+7% +$70K 0.32% 46
2015
Q4 		$1.07M Buy
41,805
+18,680
+81% +$477K 0.32% 45
2015
Q3 		$592K Hold
23,125
– – 0.17% 53
2015
Q2 		$590K Buy
23,125
+5,559
+32% +$141K 0.16% 55
2015
Q1 		$449K Buy
17,566
+1,959
+13% +$50K 0.12% 63
2014
Q4 		$397K Buy
15,607
+2,575
+20% +$65.5K 0.11% 66
2014
Q3 		$332K Buy
+13,032
New +$331K 0.1% 69

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Phillips Financial Management's IBMH Position: Q3 2019 in Review

Phillips Financial Management sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 110,819 shares — an estimated $2.82M sold.

Phillips Financial Management first reported a position in IBMH in Q3 2014 and held it in 20 quarters. The position peaked at $2.82M in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Phillips Financial Management reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Phillips Financial Management sold 110,819 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $2.82M.
  • Phillips Financial Management first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q3 2014 and held it in 20 quarters.
  • Phillips Financial Management's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $2.82M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Phillips Financial Management's 13F filing for Q3 2019, filed 12 Nov 2019.