Phillips Financial Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Phillips Financial Management’s Portfolio IBMR Stock Details IBMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$807K	Hold	31,792	–	–	0.06%	121
2026 Q1	$806K	Hold	31,792	–	–	0.06%	120
2025 Q4	$808K	Hold	31,792	–	–	0.05%	123
2025 Q3	$812K	Hold	31,792	–	–	0.05%	126
2025 Q2	$802K	Buy	31,792 +9,943	+46%	+$248K	0.06%	116
2025 Q1	$547K	Buy	21,849 +17,829	+444%	+$447K	0.04%	133
2024 Q4	$100K	Hold	4,020	–	–	0.01%	192
2024 Q3	$102K	Hold	4,020	–	–	0.01%	202
2024 Q2	$99.9K	Buy	+4,020	New	+$100K	0.01%	203

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Phillips Financial Management held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 31,792 shares worth $807K. The position accounts for 0.06% of the portfolio, ranked #121.

Phillips Financial Management first reported a position in IBMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $812K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Phillips Financial Management held 31,792 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $807K as of Q2 2026.
Phillips Financial Management left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.06% of Phillips Financial Management's portfolio in Q2 2026, its #121 holding.
Phillips Financial Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Phillips Financial Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $812K in Q3 2025.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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