PFM
IBMK

Phillips Financial Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Phillips Financial Management’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-74,921
Closed -$1.94M – 235
2022
Q3 		$1.94M Hold
74,921
– – 0.21% 72
2022
Q2 		$1.94M Hold
74,921
– – 0.21% 68
2022
Q1 		$1.94M Hold
74,921
– – 0.18% 67
2021
Q4 		$1.95M Sell
74,921
-25,450
-25% -$664K 0.19% 64
2021
Q3 		$2.63M Hold
100,371
– – 0.27% 56
2021
Q2 		$2.64M Buy
100,371
+3,501
+4% +$92.1K 0.27% 53
2021
Q1 		$2.55M Buy
96,870
+46,986
+94% +$1.24M 0.31% 52
2020
Q4 		$1.31M Sell
49,884
-42,709
-46% -$1.13M 0.18% 67
2020
Q3 		$2.45M Hold
92,593
– – 0.38% 48
2020
Q2 		$2.45M Buy
92,593
+14,149
+18% +$371K 0.4% 49
2020
Q1 		$2.01M Buy
78,444
+37,994
+94% +$994K 0.4% 45
2019
Q4 		$1.06M Buy
40,450
+2,391
+6% +$62.6K 0.17% 64
2019
Q3 		$995K Buy
38,059
+23,157
+155% +$607K 0.18% 64
2019
Q2 		$389K Hold
14,902
– – 0.07% 74
2019
Q1 		$386K Hold
14,902
– – 0.07% 77
2018
Q4 		$382K Buy
+14,902
New +$378K 0.08% 76

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Phillips Financial Management's IBMK Position: Q4 2022 in Review

Phillips Financial Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 74,921 shares — an estimated $1.94M sold.

Phillips Financial Management first reported a position in IBMK in Q4 2018 and held it in 16 quarters. The position peaked at $2.64M in Q2 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Phillips Financial Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Phillips Financial Management sold 74,921 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $1.94M.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2018 and held it in 16 quarters.
  • Phillips Financial Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $2.64M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Phillips Financial Management's 13F filing for Q4 2022, filed 24 Jan 2023.