Phillips Financial Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
56,799
+9,819
| +21% | +$249K | 0.1% | 90 |
|
|
2025
Q1 | $1.19M | Hold |
46,980
| – | – | 0.09% | 98 |
|
|
2024
Q4 | $1.18M | Buy |
46,980
+1,968
| +4% | +$49.5K | 0.09% | 99 |
|
|
2024
Q3 | $1.15M | Sell |
45,012
-1,968
| -4% | -$50.1K | 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% | -$121K | 0.09% | 102 |
|
|
2023
Q4 | $1.27M | Buy |
49,821
+21,680
| +77% | +$551K | 0.11% | 94 |
|
|
2023
Q3 | $689K | Sell |
28,141
-11,447
| -29% | -$280K | 0.07% | 115 |
|
|
2023
Q2 | $992K | Buy |
39,588
+3,956
| +11% | +$99.2K | 0.09% | 101 |
|
|
2023
Q1 | $907K | Hold |
35,632
| – | – | 0.09% | 100 |
|
|
2022
Q4 | $893K | Buy |
35,632
+7,974
| +29% | +$200K | 0.09% | 93 |
|
|
2022
Q3 | $675K | Buy |
27,658
+11,293
| +69% | +$276K | 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% | +$88.5K | 0.04% | 83 |
|
|
2021
Q3 | $354K | Hold |
13,095
| – | – | 0.04% | 87 |
|
|
2021
Q2 | $355K | Buy |
+13,095
| New | +$355K | 0.04% | 86 |
|