Phillips Financial Management
IBMO icon

Phillips Financial Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Phillips Financial Management’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.47M Hold
57,223
– – 0.11% 85
2026
Q2 		$1.47M Sell
57,223
-1,994
-3% -$51.1K 0.11% 88
2026
Q1 		$1.52M Hold
59,217
– – 0.11% 88
2025
Q4 		$1.52M Hold
59,217
– – 0.1% 92
2025
Q3 		$1.52M Hold
59,217
– – 0.1% 95
2025
Q2 		$1.52M Buy
59,217
+9,684
+20% +$247K 0.11% 87
2025
Q1 		$1.27M Hold
49,533
– – 0.1% 96
2024
Q4 		$1.26M Buy
49,533
+875
+2% +$22.3K 0.1% 96
2024
Q3 		$1.25M Sell
48,658
-875
-2% -$22.3K 0.1% 98
2024
Q2 		$1.25M Buy
49,533
+5,930
+14% +$150K 0.1% 96
2024
Q1 		$1.11M Sell
43,603
-7,551
-15% -$192K 0.09% 103
2023
Q4 		$1.3M Hold
51,154
– – 0.11% 92
2023
Q3 		$1.27M Sell
51,154
-11,507
-18% -$288K 0.12% 88
2023
Q2 		$1.58M Buy
62,661
+3,954
+7% +$100K 0.15% 84
2023
Q1 		$1.5M Buy
58,707
+1,994
+4% +$50.6K 0.14% 80
2022
Q4 		$1.43M Buy
56,713
+21,822
+63% +$544K 0.15% 81
2022
Q3 		$859K Buy
34,891
+11,663
+50% +$296K 0.09% 92
2022
Q2 		$589K Buy
23,228
+677
+3% +$17K 0.06% 93
2022
Q1 		$575K Buy
22,551
+1,165
+5% +$30.4K 0.05% 103
2021
Q4 		$575K Buy
21,386
+8,268
+63% +$222K 0.06% 81
2021
Q3 		$353K Hold
13,118
– – 0.04% 89
2021
Q2 		$354K Hold
13,118
– – 0.04% 87
2021
Q1 		$352K Buy
+13,118
New +$354K 0.04% 84

Other funds holding IBMO

Rossmore Private Capital
Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Paradiem
Paradiem Covington, Louisiana $459M AUM 33.35% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $799M AUM 27.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Phillips Financial Management's IBMO Position: Q3 2026 in Review

Phillips Financial Management held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q3 2026 at 57,223 shares worth $1.47M. The position accounts for 0.11% of the portfolio, ranked #85.

Phillips Financial Management first reported a position in IBMO in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.58M in Q2 2023. 157 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

  • Phillips Financial Management held 57,223 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.47M as of Q3 2026.
  • Phillips Financial Management left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.11% of Phillips Financial Management's portfolio in Q3 2026, its #85 holding.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • Phillips Financial Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.58M in Q2 2023.
  • 157 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.