Phillips Financial Management, LLC Ihares Core 1 5 Years Usd Bond Transaction History
Phillips Financial Management, LLC
- $1.32 Billion
- Q2 2025
A detailed history of Phillips Financial Management, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Phillips Financial Management, LLC holds 189,072 shares of ISTB stock, worth $9.18 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
189,072
Previous 195,716
3.39%
Holding current value
$9.18 Million
Previous $9.46 Million
2.79%
% of portfolio
0.7%
Previous 0.76%
Shares
33 transactions
Others Institutions Holding ISTB
# of Institutions
415Shares Held
61MCall Options Held
0Put Options Held
100-
Acorns Advisers, LLC Irvine, CA10.9MShares$531 Million5.07% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.05MShares$245 Million0.67% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.4MShares$117 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2MShares$97 Million0.04% of portfolio
-
Black Rock Inc. New York, NY1.78MShares$86.7 Million0.0% of portfolio