Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 9,251 shares of IBDU stock, worth $211,107. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,251
Previous 9,251 -0.0%
Holding current value
$211,107
Previous $209,000 3.83%
% 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
$22.29 - $22.77 $82,762 - $84,545
3,713 Added 67.05%
9,251 $209,000
Q1 2024

Apr 23, 2024
BUY
$22.61 - $23.1 $69,005 - $70,501
3,052 Added 122.77%
5,538 $126,000
Q4 2022

Jan 24, 2023
BUY
$21.21 - $22.74 $52,728 - $56,531
2,486 New
2,486 $0

Others Institutions Holding IBDU

# of Institutions
234
Shares Held
59.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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