PFM
IBMN

Phillips Financial Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Phillips Financial Management’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-48,291
Closed -$1.29M – 317
2025
Q3 		$1.29M Hold
48,291
– – 0.09% 102
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% -$277K 0.12% 89
2023
Q2 		$1.54M Buy
58,470
+3,785
+7% +$99.8K 0.14% 86
2023
Q1 		$1.46M Buy
54,685
+2,015
+4% +$53.3K 0.14% 83
2022
Q4 		$1.39M Hold
52,670
– – 0.14% 83
2022
Q3 		$1.36M Buy
52,670
+10,764
+26% +$286K 0.15% 81
2022
Q2 		$1.12M Buy
41,906
+6,021
+17% +$159K 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% +$92K 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% +$139K 0.05% 82
2020
Q4 		$310K Buy
10,989
+385
+4% +$10.8K 0.04% 85
2020
Q3 		$298K Buy
+10,604
New +$298K 0.05% 82

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Phillips Financial Management's IBMN Position: Q4 2025 in Review

Phillips Financial Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 48,291 shares — an estimated $1.29M sold.

Phillips Financial Management first reported a position in IBMN in Q3 2020 and held it in 21 quarters. The position peaked at $1.54M in Q2 2023. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Phillips Financial Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Phillips Financial Management sold 48,291 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.29M.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2020 and held it in 21 quarters.
  • Phillips Financial Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.54M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Phillips Financial Management's 13F filing for Q4 2025, filed 26 Jan 2026.