Phillips Financial Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
48,291
+7,487
| +18% | +$200K | 0.09% | 93 |
|
|
2025
Q1 | $1.09M | Hold |
40,804
| – | – | 0.08% | 103 |
|
|
2024
Q4 | $1.09M | Buy |
40,804
+942
| +2% | +$25.1K | 0.09% | 102 |
|
|
2024
Q3 | $1.06M | Sell |
39,862
-942
| -2% | -$25.1K | 0.08% | 107 |
|
|
2024
Q2 | $1.08M | Hold |
40,804
| – | – | 0.09% | 106 |
|
|
2024
Q1 | $1.08M | Sell |
40,804
-7,109
| -15% | -$188K | 0.09% | 104 |
|
|
2023
Q4 | $1.27M | Hold |
47,913
| – | – | 0.11% | 93 |
|
|
2023
Q3 | $1.25M | Sell |
47,913
-10,557
| -18% | -$275K | 0.12% | 89 |
|
|
2023
Q2 | $1.54M | Buy |
58,470
+3,785
| +7% | +$99.7K | 0.14% | 86 |
|
|
2023
Q1 | $1.46M | Buy |
54,685
+2,015
| +4% | +$53.6K | 0.14% | 83 |
|
|
2022
Q4 | $1.39M | Hold |
52,670
| – | – | 0.14% | 83 |
|
|
2022
Q3 | $1.37M | Buy |
52,670
+10,764
| +26% | +$279K | 0.15% | 81 |
|
|
2022
Q2 | $1.12M | Buy |
41,906
+6,021
| +17% | +$160K | 0.12% | 78 |
|
|
2022
Q1 | $957K | Hold |
35,885
| – | – | 0.09% | 83 |
|
|
2021
Q4 | $1M | Buy |
35,885
+16,252
| +83% | +$453K | 0.1% | 75 |
|
|
2021
Q3 | $549K | Buy |
19,633
+3,276
| +20% | +$91.6K | 0.06% | 81 |
|
|
2021
Q2 | $458K | Buy |
16,357
+410
| +3% | +$11.5K | 0.05% | 83 |
|
|
2021
Q1 | $445K | Buy |
15,947
+4,958
| +45% | +$138K | 0.05% | 82 |
|
|
2020
Q4 | $310K | Buy |
10,989
+385
| +4% | +$10.9K | 0.04% | 85 |
|
|
2020
Q3 | $298K | Buy |
+10,604
| New | +$298K | 0.05% | 82 |
|