PFM
IBMJ

Phillips Financial Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Phillips Financial Management’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-110,229
Closed -$2.82M – 93
2021
Q3 		$2.82M Hold
110,229
– – 0.29% 55
2021
Q2 		$2.83M Hold
110,229
– – 0.29% 52
2021
Q1 		$2.83M Buy
110,229
+49,105
+80% +$1.26M 0.35% 50
2020
Q4 		$1.57M Sell
61,124
-49,105
-45% -$1.27M 0.22% 61
2020
Q3 		$2.86M Buy
+110,229
New +$2.86M 0.45% 43
2019
Q1 		– Sell
-64,694
Closed -$1.65M – 81
2018
Q4 		$1.65M Buy
+64,694
New +$1.64M 0.35% 48
2018
Q3 		– Sell
-68,106
Closed -$1.73M – 71
2018
Q2 		$1.73M Buy
68,106
+39,466
+138% +$999K 0.36% 43
2018
Q1 		$725K Buy
28,640
+2,635
+10% +$67K 0.16% 62
2017
Q4 		$662K Buy
+26,005
New +$668K 0.14% 60

Other funds holding IBMJ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Phillips Financial Management's IBMJ Position: Q4 2021 in Review

Phillips Financial Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 110,229 shares — an estimated $2.82M sold.

Phillips Financial Management first reported a position in IBMJ in Q4 2017 and held it in 9 quarters. The position peaked at $2.86M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Phillips Financial Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Phillips Financial Management sold 110,229 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $2.82M.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2017 and held it in 9 quarters.
  • Phillips Financial Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $2.86M in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Phillips Financial Management's 13F filing for Q4 2021, filed 7 Feb 2022.