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Phillips Financial Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Phillips Financial Management’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26M Hold
49,154
– – 0.09% 98
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

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Phillips Financial Management's IBMQ Position: Q2 2026 in Review

Phillips Financial Management held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 49,154 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #98.

Phillips Financial Management first reported a position in IBMQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.26M in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Phillips Financial Management held 49,154 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.26M as of Q2 2026.
  • Phillips Financial Management left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.09% of Phillips Financial Management's portfolio in Q2 2026, its #98 holding.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Phillips Financial Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.26M in Q3 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.