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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.45M | Hold |
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|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.19M | Hold |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $992K | Buy |
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|
2023
Q1 | $907K | Hold |
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|
2022
Q4 | $893K | Buy |
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|
2022
Q3 | $675K | Buy |
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|
2022
Q2 | $412K | Hold |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q3 | $354K | Hold |
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|
2021
Q2 | $355K | Buy |
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