PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in IBMP — iShares iBonds Dec 2027 Term Muni Bond ETF
CIK 1350660
FORT WAYNE, IN
All Filings in IBMP
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBMP | $1,444,966 | 56,799 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 IBMP | $1,442,126 | 56,799 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 IBMP | $1,446,954 | 56,799 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 IBMP | $1,439,854 | 56,799 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 IBMP | $1,187,654 | 46,980 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 IBMP | $1,181,077 | 46,980 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IBMP | $1,145,555 | 45,012 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 IBMP | $1,174,969 | 46,980 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 IBMP | $1,132,549 | 44,996 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 IBMP | $1,266,200 | 49,821 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 IBMP | $688,891 | 28,141 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 IBMP | $992,273 | 39,588 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 IBMP | $907,190 | 35,632 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 IBMP | $893,472 | 35,632 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 IBMP | $674,578 | 27,658 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 IBMP | $411,907 | 16,365 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 IBMP | $416,145 | 16,365 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 IBMP | $442,509 | 16,365 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 IBMP | $353,695 | 13,095 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 IBMP | $355,437 | 13,095 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||