Phillips Financial Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.29M | Hold |
|
|||||
|
2025
Q2 | $1.29M | Buy |
|
|||||
|
2025
Q1 | $1.09M | Hold |
|
|||||
|
2024
Q4 | $1.09M | Buy |
|
|||||
|
2024
Q3 | $1.06M | Sell |
|
|||||
|
2024
Q2 | $1.08M | Hold |
|
|||||
|
2024
Q1 | $1.08M | Sell |
|
|||||
|
2023
Q4 | $1.27M | Hold |
|
|||||
|
2023
Q3 | $1.25M | Sell |
|
|||||
|
2023
Q2 | $1.54M | Buy |
|
|||||
|
2023
Q1 | $1.46M | Buy |
|
|||||
|
2022
Q4 | $1.39M | Hold |
|
|||||
|
2022
Q3 | $1.36M | Buy |
|
|||||
|
2022
Q2 | $1.12M | Buy |
|
|||||
|
2022
Q1 | $957K | Hold |
|
|||||
|
2021
Q4 | $1M | Buy |
|
|||||
|
2021
Q3 | $549K | Buy |
|
|||||
|
2021
Q2 | $458K | Buy |
|
|||||
|
2021
Q1 | $445K | Buy |
|
|||||
|
2020
Q4 | $310K | Buy |
|
|||||
|
2020
Q3 | $298K | Buy |
|