Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 53,726 shares of IBTG stock, worth $1.22 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

53,726

Previous 52,833 1.69%

Holding current value

$1.22 Million

Previous $1.2 Million 3.51%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

217

Shares Held

41.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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