Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 7,523 shares of IBDT stock, worth $189,654. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,523
Previous 7,523 -0.0%
Holding current value
$189,654
Previous $192,000 2.6%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$24.4 - $24.86 $49,141 - $50,068
2,014 Added 36.56%
7,523 $186,000
Q1 2024

Apr 23, 2024
BUY
$24.69 - $25.14 $78,933 - $80,372
3,197 Added 138.28%
5,509 $137,000
Q3 2022

Nov 08, 2022
BUY
$23.63 - $25.66 $54,632 - $59,325
2,312 New
2,312 $55,000

Others Institutions Holding IBDT

# of Institutions
343
Shares Held
77.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email