Phillips Financial Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
48,020
+24,740
| +106% | +$629K | 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% | -$169K | 0.04% | 135 |
|
|
2023
Q4 | $614K | Buy |
23,977
+8,419
| +54% | +$215K | 0.05% | 122 |
|
|
2023
Q3 | $380K | Sell |
15,558
-7,418
| -32% | -$181K | 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% | +$169K | 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% | +$74.9K | 0.04% | 112 |
|
|
2021
Q4 | $362K | Buy |
+13,282
| New | +$362K | 0.04% | 88 |
|