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
2026 Q1	$1.25M	Hold	49,154	–	–	0.09%	98
2025 Q4	$1.26M	Hold	49,154	–	–	0.08%	102
2025 Q3	$1.26M	Buy	49,154 +1,134	+2%	+$29K	0.08%	103
2025 Q2	$1.22M	Buy	48,020 +24,740	+106%	+$623K	0.09%	99
2025 Q1	$589K	Hold	23,280	–	–	0.05%	131
2024 Q4	$586K	Hold	23,280	–	–	0.05%	127
2024 Q3	$597K	Hold	23,280	–	–	0.05%	128
2024 Q2	$582K	Buy	23,280 +5,971	+34%	+$149K	0.05%	130
2024 Q1	$437K	Sell	17,309 -6,668	-28%	-$170K	0.04%	135
2023 Q4	$614K	Buy	23,977 +8,419	+54%	+$209K	0.05%	122
2023 Q3	$380K	Sell	15,558 -7,418	-32%	-$185K	0.04%	137
2023 Q2	$578K	Hold	22,976	–	–	0.05%	124
2023 Q1	$588K	Hold	22,976	–	–	0.06%	120
2022 Q4	$577K	Buy	22,976 +6,754	+42%	+$167K	0.06%	107
2022 Q3	$392K	Hold	16,222	–	–	0.04%	117
2022 Q2	$406K	Hold	16,222	–	–	0.04%	98
2022 Q1	$413K	Buy	16,222 +2,940	+22%	+$77.4K	0.04%	112
2021 Q4	$362K	Buy	+13,282	New	+$361K	0.04%	88