Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 59,915 shares of IBTF stock, worth $1.4 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

59,915

Previous 58,920 1.69%

Holding current value

$1.4 Million

Previous $1.37 Million 2.56%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$23.13 - $23.43 $23,014 - $23,312	995 Added 1.69%	59,915 $1.4 Million
Q2 2024 Aug 08, 2024	SELL	$23.1 - $23.22 $310,625 - $312,239	-13,447 Reduced 18.58%	58,920 $1.37 Million
Q1 2024 Apr 23, 2024	BUY	$23.16 - $23.36 $121,358 - $122,406	5,240 Added 7.81%	72,367 $1.68 Million
Q4 2023 Jan 25, 2024	BUY	$22.97 - $23.28 $348,822 - $353,530	15,186 Added 29.24%	67,127 $1.56 Million
Q3 2023 Nov 09, 2023	BUY	$23.01 - $23.2 $46,710 - $47,096	2,030 Added 4.07%	51,941 $1.2 Million
Q2 2023 Aug 11, 2023	BUY	$23.13 - $23.6 $82,134 - $83,803	3,551 Added 7.66%	49,911 $1.15 Million
Q1 2023 May 08, 2023	BUY	$22.99 - $23.65 $1 Million - $1.03 Million	43,547 Added 1548.06%	46,360 $1.09 Million
Q4 2022 Jan 24, 2023	BUY	$23.05 - $23.48 $64,839 - $66,049	2,813 New	2,813 $0

Others Institutions Holding IBTF

# of Institutions

279

Shares Held

69.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
Sector ETFs
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Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History