Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Phillips Financial Management, LLC

$1.19 Billion
Q1 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 40,804 shares of IBMN stock, worth $1.08 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

40,804

Previous 47,913 14.84%

Holding current value

$1.08 Million

Previous $1.27 Million 15.17%

% of portfolio

0.09%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$26.4 - $26.55 $187,677 - $188,743	-7,109 Reduced 14.84%	40,804 $1.08 Million
Q3 2023 Nov 09, 2023	SELL	$26.08 - $26.38 $275,326 - $278,493	-10,557 Reduced 18.06%	47,913 $1.25 Million
Q2 2023 Aug 11, 2023	BUY	$26.14 - $26.64 $98,939 - $100,832	3,785 Added 6.92%	58,470 $1.54 Million
Q1 2023 May 08, 2023	BUY	$26.16 - $26.7 $52,712 - $53,800	2,015 Added 3.83%	54,685 $1.46 Million
Q3 2022 Nov 08, 2022	BUY	$26.01 - $26.92 $279,971 - $289,766	10,764 Added 25.69%	52,670 $1.37 Million

Q2 2022 Jul 22, 2022	BUY	$26.16 - $26.71 $157,509 - $160,820	6,021 Added 16.78%	41,906 $1.12 Million
Q4 2021 Feb 07, 2022	BUY	$27.84 - $27.95 $452,455 - $454,243	16,252 Added 82.78%	35,885 $1 Million
Q3 2021 Nov 09, 2021	BUY	$27.95 - $28.15 $91,564 - $92,219	3,276 Added 20.03%	19,633 $549,000
Q2 2021 Aug 10, 2021	BUY	$27.92 - $28.12 $11,447 - $11,529	410 Added 2.57%	16,357 $458,000
Q1 2021 May 17, 2021	BUY	$27.83 - $28.23 $137,981 - $139,964	4,958 Added 45.12%	15,947 $445,000
Q4 2020 Feb 16, 2021	BUY	$27.99 - $28.2 $10,776 - $10,857	385 Added 3.63%	10,989 $310,000
Q3 2020 Nov 06, 2020	BUY	$27.86 - $28.21 $295,427 - $299,138	10,604 New	10,604 $298,000

Others Institutions Holding IBMN

# of Institutions

159

Shares Held

17.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History