Phillips Financial Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Buy |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $589K | Hold |
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|
2024
Q4 | $586K | Hold |
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|
2024
Q3 | $597K | Hold |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $437K | Sell |
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|
2023
Q4 | $614K | Buy |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $578K | Hold |
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|
2023
Q1 | $588K | Hold |
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|
2022
Q4 | $577K | Buy |
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|
2022
Q3 | $392K | Hold |
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|
2022
Q2 | $406K | Hold |
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|
2022
Q1 | $413K | Buy |
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|
2021
Q4 | $362K | Buy |
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