Phillips Financial Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Phillips Financial Management, LLC holds 112,989 shares of IBDQ stock, worth $2.84 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
112,989
Previous 94,310 19.81%
Holding current value
$2.84 Million
Previous $2.37 Million 19.88%
% of portfolio
0.2%
Previous 0.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$25.09 - $25.19 $468,656 - $470,524
18,679 Added 19.81%
112,989 $2.85 Million
Q3 2024

Nov 07, 2024
BUY
$24.78 - $25.11 $37,318 - $37,815
1,506 Added 1.62%
94,310 $2.37 Million
Q2 2024

Aug 08, 2024
BUY
$24.69 - $24.86 $374,127 - $376,703
15,153 Added 19.51%
92,804 $2.31 Million
Q1 2024

Apr 23, 2024
BUY
$24.7 - $24.84 $356,593 - $358,615
14,437 Added 22.84%
77,651 $1.93 Million
Q4 2023

Jan 25, 2024
BUY
$24.29 - $24.76 $471,687 - $480,814
19,419 Added 44.34%
63,214 $1.57 Million
Q3 2023

Nov 09, 2023
BUY
$24.29 - $24.48 $145 - $146
6 Added 0.01%
43,795 $1.07 Million
Q2 2023

Aug 11, 2023
BUY
$24.34 - $24.65 $11,707 - $11,856
481 Added 1.11%
43,789 $1.07 Million
Q1 2023

May 08, 2023
BUY
$24.13 - $24.64 $1.05 Million - $1.07 Million
43,308 New
43,308 $1.06 Million

Others Institutions Holding IBDQ

# of Institutions
428
Shares Held
94.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
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