PFM
IBMI

Phillips Financial Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Phillips Financial Management’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-150,229
Closed -$3.83M – 87
2020
Q2 		$3.83M Buy
150,229
+22,898
+18% +$583K 0.63% 36
2020
Q1 		$3.21M Buy
127,331
+34,620
+37% +$883K 0.64% 34
2019
Q4 		$2.37M Hold
92,711
– – 0.39% 44
2019
Q3 		$2.37M Hold
92,711
– – 0.42% 43
2019
Q2 		$2.37M Hold
92,711
– – 0.43% 44
2019
Q1 		$2.36M Buy
92,711
+7,662
+9% +$195K 0.45% 41
2018
Q4 		$2.16M Sell
85,049
-18,616
-18% -$470K 0.46% 40
2018
Q3 		$2.61M Hold
103,665
– – 0.54% 34
2018
Q2 		$2.63M Buy
103,665
+39,538
+62% +$1,000K 0.55% 34
2018
Q1 		$1.62M Hold
64,127
– – 0.35% 43
2017
Q4 		$1.63M Buy
64,127
+12,616
+24% +$322K 0.34% 44
2017
Q3 		$1.32M Buy
51,511
+2,287
+5% +$58.8K 0.29% 47
2017
Q2 		$1.26M Buy
49,224
+179
+0.4% +$4.59K 0.29% 48
2017
Q1 		$1.26M Hold
49,045
– – 0.3% 48
2016
Q4 		$1.25M Buy
49,045
+23,309
+91% +$594K 0.31% 47
2016
Q3 		$662K Buy
+25,736
New +$668K 0.18% 55

Other funds holding IBMI

NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Phillips Financial Management's IBMI Position: Q3 2020 in Review

Phillips Financial Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 150,229 shares — an estimated $3.83M sold.

Phillips Financial Management first reported a position in IBMI in Q3 2016 and held it in 16 quarters. The position peaked at $3.83M in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Phillips Financial Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Phillips Financial Management sold 150,229 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $3.83M.
  • Phillips Financial Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q3 2016 and held it in 16 quarters.
  • Phillips Financial Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $3.83M in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Phillips Financial Management's 13F filing for Q3 2020, filed 6 Nov 2020.