Phillips Financial Management, LLC Ishares Tr Ibonds 2026 Term Hi Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds 2026 Term Hi stock. As of the latest transaction made, Phillips Financial Management, LLC holds 45,436 shares of IBHF stock, worth $1.06 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
45,436
Previous 25,436 78.63%
Holding current value
$1.06 Million
Previous $590,000 80.0%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Oct 24, 2025
BUY
$23.09 - $23.43 $461,800 - $468,600
20,000 Added 78.63%
45,436 $1.06 Million
Q1 2024

Apr 23, 2024
BUY
$22.8 - $23.08 $9,940 - $10,062
436 Added 1.74%
25,436 $586,000
Q4 2023

Jan 25, 2024
BUY
$22.13 - $23.05 $194,035 - $202,102
8,768 Added 54.02%
25,000 $573,000
Q3 2023

Nov 09, 2023
BUY
$22.42 - $22.82 $515 - $524
23 Added 0.14%
16,232 $365,000
Q2 2023

Aug 11, 2023
BUY
$22.35 - $22.8 $514 - $524
23 Added 0.14%
16,209 $368,000
Q1 2023

May 08, 2023
BUY
$22.21 - $23.09 $359,491 - $373,734
16,186 New
16,186 $369,000

Others Institutions Holding IBHF

# of Institutions
158
Shares Held
26.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2026 TERM HI

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