PFM
IBML

Phillips Financial Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Phillips Financial Management’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-95,447
Closed -$2.44M – 263
2023
Q3 		$2.44M Hold
95,447
– – 0.23% 72
2023
Q2 		$2.43M Buy
95,447
+3,934
+4% +$100K 0.23% 73
2023
Q1 		$2.33M Hold
91,513
– – 0.22% 74
2022
Q4 		$2.32M Buy
91,513
+11,600
+15% +$294K 0.24% 74
2022
Q3 		$2.02M Buy
79,913
+11,286
+16% +$287K 0.22% 70
2022
Q2 		$1.75M Hold
68,627
– – 0.19% 72
2022
Q1 		$1.75M Hold
68,627
– – 0.17% 69
2021
Q4 		$1.78M Buy
68,627
+28,350
+70% +$736K 0.17% 66
2021
Q3 		$1.05M Hold
40,277
– – 0.11% 72
2021
Q2 		$1.05M Buy
40,277
+3,521
+10% +$92K 0.11% 74
2021
Q1 		$962K Buy
36,756
+4,303
+13% +$113K 0.12% 73
2020
Q4 		$850K Hold
32,453
– – 0.12% 76
2020
Q3 		$853K Buy
32,453
+11,506
+55% +$302K 0.13% 71
2020
Q2 		$550K Hold
20,947
– – 0.09% 76
2020
Q1 		$533K Buy
20,947
+1,533
+8% +$39.6K 0.11% 74
2019
Q4 		$501K Hold
19,414
– – 0.08% 73
2019
Q3 		$500K Buy
+19,414
New +$502K 0.09% 72

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Phillips Financial Management's IBML Position: Q4 2023 in Review

Phillips Financial Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 95,447 shares — an estimated $2.44M sold.

Phillips Financial Management first reported a position in IBML in Q3 2019 and held it in 17 quarters. The position peaked at $2.44M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Phillips Financial Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Phillips Financial Management sold 95,447 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $2.44M.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2019 and held it in 17 quarters.
  • Phillips Financial Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $2.44M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Phillips Financial Management's 13F filing for Q4 2023, filed 25 Jan 2024.