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Phillips Financial Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Phillips Financial Management’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Sell
53,650
-3,149
-6% -$79.9K 0.1% 93
2026
Q1 		$1.44M Hold
56,799
– – 0.1% 93
2025
Q4 		$1.44M Hold
56,799
– – 0.09% 95
2025
Q3 		$1.45M Hold
56,799
– – 0.1% 98
2025
Q2 		$1.44M Buy
56,799
+9,819
+21% +$247K 0.1% 90
2025
Q1 		$1.19M Hold
46,980
– – 0.09% 98
2024
Q4 		$1.18M Buy
46,980
+1,968
+4% +$49.8K 0.09% 99
2024
Q3 		$1.15M Sell
45,012
-1,968
-4% -$49.7K 0.09% 105
2024
Q2 		$1.17M Buy
46,980
+1,984
+4% +$49.6K 0.1% 101
2024
Q1 		$1.13M Sell
44,996
-4,825
-10% -$122K 0.09% 102
2023
Q4 		$1.27M Buy
49,821
+21,680
+77% +$539K 0.11% 94
2023
Q3 		$689K Sell
28,141
-11,447
-29% -$285K 0.07% 115
2023
Q2 		$992K Buy
39,588
+3,956
+11% +$99.6K 0.09% 101
2023
Q1 		$907K Hold
35,632
– – 0.09% 100
2022
Q4 		$893K Buy
35,632
+7,974
+29% +$197K 0.09% 93
2022
Q3 		$675K Buy
27,658
+11,293
+69% +$285K 0.07% 102
2022
Q2 		$412K Hold
16,365
– – 0.04% 97
2022
Q1 		$416K Hold
16,365
– – 0.04% 111
2021
Q4 		$443K Buy
16,365
+3,270
+25% +$88.2K 0.04% 83
2021
Q3 		$354K Hold
13,095
– – 0.04% 87
2021
Q2 		$355K Buy
+13,095
New +$355K 0.04% 86

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Phillips Financial Management's IBMP Position: Q2 2026 in Review

Phillips Financial Management reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 5.5% in Q2 2026, selling an estimated $79.9K and leaving 53,650 shares worth $1.36M. The position accounts for 0.1% of the portfolio, ranked #93.

Phillips Financial Management first reported a position in IBMP in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.45M in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Phillips Financial Management held 53,650 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.36M as of Q2 2026.
  • Phillips Financial Management sold 3,149 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $79.9K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.1% of Phillips Financial Management's portfolio in Q2 2026, its #93 holding.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Phillips Financial Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.45M in Q3 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.