Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 69,243 shares of IBTG stock, worth $1.59 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
69,243
Previous 48,994 41.33%
Holding current value
$1.59 Million
Previous $1.12 Million 41.5%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Oct 24, 2025
BUY
$22.84 - $22.95 $462,487 - $464,714
20,249 Added 41.33%
69,243 $1.59 Million
Q2 2025

Jul 30, 2025
SELL
$22.81 - $22.97 $154,902 - $155,989
-6,791 Reduced 12.17%
48,994 $1.12 Million
Q1 2025

Apr 30, 2025
BUY
$22.77 - $22.94 $11,999 - $12,089
527 Added 0.95%
55,785 $1.28 Million
Q4 2024

Feb 10, 2025
BUY
$22.72 - $23.0 $34,807 - $35,236
1,532 Added 2.85%
55,258 $1.26 Million
Q3 2024

Nov 07, 2024
BUY
$22.55 - $23.1 $20,137 - $20,628
893 Added 1.69%
53,726 $1.24 Million
Q2 2024

Aug 08, 2024
BUY
$22.46 - $22.66 $13,273 - $13,392
591 Added 1.13%
52,833 $1.2 Million
Q1 2024

Apr 23, 2024
BUY
$22.62 - $22.94 $503,114 - $510,231
22,242 Added 74.14%
52,242 $1.19 Million
Q4 2023

Jan 25, 2024
SELL
$22.32 - $22.86 $26,069 - $26,700
-1,168 Reduced 3.75%
30,000 $685,000
Q3 2023

Nov 09, 2023
BUY
$22.4 - $22.75 $246 - $250
11 Added 0.04%
31,168 $700,000
Q2 2023

Aug 11, 2023
BUY
$22.63 - $23.26 $226 - $232
10 Added 0.03%
31,157 $705,000
Q1 2023

May 08, 2023
BUY
$22.41 - $23.23 $698,004 - $723,544
31,147 New
31,147 $718,000

Others Institutions Holding IBTG

# of Institutions
307
Shares Held
75.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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