Phillips Financial Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
59,217
+9,684
| +20% | +$248K | 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% | -$22.4K | 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% | -$191K | 0.09% | 103 |
|
|
2023
Q4 | $1.3M | Hold |
51,154
| – | – | 0.11% | 92 |
|
|
2023
Q3 | $1.27M | Sell |
51,154
-11,507
| -18% | -$285K | 0.12% | 88 |
|
|
2023
Q2 | $1.58M | Buy |
62,661
+3,954
| +7% | +$99.6K | 0.15% | 84 |
|
|
2023
Q1 | $1.5M | Buy |
58,707
+1,994
| +4% | +$50.9K | 0.14% | 80 |
|
|
2022
Q4 | $1.43M | Buy |
56,713
+21,822
| +63% | +$550K | 0.15% | 81 |
|
|
2022
Q3 | $859K | Buy |
34,891
+11,663
| +50% | +$287K | 0.09% | 92 |
|
|
2022
Q2 | $589K | Buy |
23,228
+677
| +3% | +$17.2K | 0.06% | 93 |
|
|
2022
Q1 | $575K | Buy |
22,551
+1,165
| +5% | +$29.7K | 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 | +$352K | 0.04% | 84 |
|