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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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%	+$99.8K	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