Phillips Financial Management, LLC Ishares Ibonds 2025 Term High Transaction History

Phillips Financial Management, LLC

$1.45 Billion
Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Phillips Financial Management, LLC holds 65,432 shares of IBHE stock, worth $1.52 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

65,432

Previous 45,432 44.02%

Holding current value

$1.52 Million

Previous $1.06 Million 43.84%

% of portfolio

0.11%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$23.14 - $23.23 $462,800 - $464,600	20,000 Added 44.02%	65,432 $1.52 Million
Q2 2024 Aug 08, 2024	SELL	$23.19 - $23.37 $347,850 - $350,550	-15,000 Reduced 24.82%	45,432 $1.06 Million
Q1 2024 Apr 23, 2024	BUY	$23.04 - $23.43 $240,353 - $244,421	10,432 Added 20.86%	60,432 $1.41 Million
Q4 2023 Jan 25, 2024	BUY	$22.62 - $23.26 $537,926 - $553,146	23,781 Added 90.7%	50,000 $1.16 Million
Q3 2023 Nov 09, 2023	BUY	$22.69 - $23.07 $521 - $530	23 Added 0.09%	26,219 $601,000
Q2 2023 Aug 11, 2023	BUY	$22.61 - $23.0 $474 - $483	21 Added 0.08%	26,196 $602,000
Q1 2023 May 08, 2023	BUY	$22.48 - $23.06 $588,414 - $603,595	26,175 New	26,175 $599,000

Others Institutions Holding IBHE

# of Institutions

159

Shares Held

15M

Call Options Held

Put Options Held

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About ISHARES IBONDS 2025 TERM HIGH

Ticker IBHE
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Phillips Financial Management, LLC Ishares Ibonds 2025 Term High Transaction History