Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Phillips Financial Management, LLC

$1.25 Billion
Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 89,833 shares of IBDR stock, worth $2.13 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

89,833

Previous 87,548 2.61%

Holding current value

$2.13 Million

Previous $2.09 Million 2.3%

% of portfolio

0.17%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$23.75 - $23.75 $54,268 - $54,268	2,285 Added 2.61%	89,833 $2.13 Million
Q2 2024 Aug 08, 2024	BUY	$23.65 - $23.82 $475,577 - $478,996	20,109 Added 29.82%	87,548 $2.09 Million
Q1 2024 Apr 23, 2024	BUY	$23.76 - $23.98 $406,462 - $410,225	17,107 Added 33.99%	67,439 $1.61 Million
Q4 2023 Jan 25, 2024	BUY	$23.15 - $23.9 $320,951 - $331,349	13,864 Added 38.02%	50,332 $1.2 Million
Q3 2023 Nov 09, 2023	BUY	$23.28 - $23.6 $162 - $165	7 Added 0.02%	36,468 $850,000
Q2 2023 Aug 11, 2023	BUY	$23.42 - $23.83 $11,663 - $11,867	498 Added 1.38%	36,461 $855,000
Q1 2023 May 08, 2023	BUY	$23.14 - $23.86 $832,183 - $858,077	35,963 New	35,963 $853,000

Others Institutions Holding IBDR

# of Institutions

373

Shares Held

89.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History