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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$802K	Buy	31,792 +9,943	+46%	+$251K	0.06%	116
2025 Q1	$547K	Buy	21,849 +17,829	+444%	+$446K	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	+$99.9K	0.01%	203