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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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