Phillips Financial Management, LLC Sells in Q2 2025

Phillips Financial Management, LLC

  • $1.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
-45.1K
- 35.52%
$50.48 - $50.71 $2.28M - $2.29M
81.9K $4.15M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-18.8K
- 77.81%
$82.21 - $83.12 $1.55M - $1.56M
5.36K $444K
INTF
Ishares Tr

ETFs
-76.9K
- 19.45%
$27.6 - $34.51 $2.12M - $2.65M
318K $10.9M
MUB
Ishares National Muni Bond ETF

ETFs
-9.16K
- 14.28%
$102.31 - $105.8 $937K - $969K
55K $5.74M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-17.2K
- 28.95%
$54.28 - $67.95 $935K - $1.17M
42.3K $2.87M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-15.4K
- 41.87%
$46.77 - $47.89 $719K - $737K
21.3K $1.01M
EMGF
Ishares Msci Emerging Markets

ETFs
-18.2K
- 43.4%
$41.37 - $52.07 $753K - $948K
23.7K $1.24M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-7.82K
- 9.53%
$77.94 - $79.5 $609K - $621K
74.2K $5.9M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-23.9K
- 10.76%
$22.68 - $23.28 $542K - $556K
198K $4.61M
SUB
Ishares Short Term National Mu

ETFs
-4.9K
- 10.55%
$104.77 - $106.34 $513K - $521K
41.5K $4.42M
USRT
Ishares Core U.S. Reit ETF

ETFs
-3.55K
- 2.05%
$50.37 - $57.97 $179K - $206K
169K $9.57M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.13K
- 1.49%
$96.84 - $99.46 $400K - $410K
273K $27M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.28K
- 3.99%
$77.74 - $78.78 $333K - $337K
103K $8.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-6.64K
- 3.39%
$47.89 - $48.65 $318K - $323K
189K $9.2M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-8.24K
- 8.89%
$25.57 - $26.34 $211K - $217K
84.5K $2.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.15K
- 9.49%
$102.02 - $103.5 $219K - $222K
20.5K $2.11M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.98K
- 3.08%
$75.05 - $77.34 $299K - $308K
125K $9.67M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.5K
- 5.83%
$48.13 - $49.85 $169K - $175K
56.6K $2.77M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-9.32K
- 3.57%
$50.09 - $51.09 $467K - $476K
252K $12.9M
VEA
Vanguard Ftse Developed Market

ETFs
-5.3K
- 27.31%
$45.65 - $57.01 $242K - $302K
14.1K $803K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-6.79K
- 12.17%
$22.81 - $22.97 $155K - $156K
49K $1.12M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-6.58K
- 10.75%
$23.29 - $23.38 $153K - $154K
54.6K $1.28M
RWR
Spdr Dow Jones Reit ETF

ETFs
-902
- 4.12%
$86.33 - $99.71 $77.9K - $89.9K
21K $2.03M
TIP
Ishares Tr Tips Bd ETF

ETFs
-579
- 1.32%
$107.93 - $110.97 $62.5K - $64.3K
43.4K $4.78M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.87K
- 2.74%
$49.57 - $50.27 $142K - $144K
102K $5.13M
VUG
Vanguard Growth ETF

ETFs
-437
- 34.27%
$329.49 - $438.4 $144K - $192K
838 $367K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-4.58K
- 33.82%
$22.3 - $22.57 $102K - $103K
8.97K $201K
ABBV
Abb Vie Inc.

Healthcare
-128
- 4.34%
$170.16 - $206.27 $21.8K - $26.4K
2.82K $524K
VDE
Vanguard Energy ETF

ETFs
-51
- 0.7%
$105.87 - $130.56 $5.4K - $6.66K
7.21K $858K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.46K
- 0.67%
$72.02 - $73.82 $105K - $108K
218K $16M
IMTB
Ishares Tr

ETFs
-1.62K
- 3.93%
$42.53 - $43.63 $68.7K - $70.5K
39.5K $1.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.63K
- 12.32%
$39.89 - $49.46 $145K - $179K
25.8K $1.28M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.46K
- 3.02%
$51.1 - $53.29 $74.8K - $78K
47K $2.5M
XOM
Exxon Mobil Corp

Energy
-127
- 5.09%
$99.93 - $119.04 $12.7K - $15.1K
2.37K $255K
JNJ
Johnson & Johnson

Healthcare
-68
- 3.22%
$146.36 - $159.82 $9.95K - $10.9K
2.04K $312K
AMGN
Amgen Inc

Healthcare
-25
- 3.15%
$262.28 - $309.85 $6.56K - $7.75K
768 $214K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-774
- 2.33%
$45.12 - $46.23 $34.9K - $35.8K
32.5K $1.5M
FELE
Franklin Electric CO Inc

Industrials
-18
- 0.27%
$84.21 - $95.87 $1.52K - $1.73K
6.56K $588K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-607
- 1.06%
$45.2 - $46.6 $27.4K - $28.3K
56.9K $2.64M
DISV
Dimensional ETF Tr Dimensional

ETFs
-6.51K
- 13.07%
$25.93 - $32.91 $169K - $214K
43.3K $1.42M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-364
- 63.97%
$66.5 - $71.25 $24.2K - $25.9K
205 $14K
ADP
Automatic Data Processing Inc

Industrials
-75
- 8.9%
$276.76 - $326.81 $20.8K - $24.5K
768 $236K
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.59K
- 1.48%
$79.56 - $82.92 $206K - $214K
173K $14.3M
IWS
Ishares Russell Midcap Value E

ETFs
-295
- 6.16%
$110.58 - $132.14 $32.6K - $39K
4.5K $593K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-377
- 0.42%
N/A
89.5K $2.12M
HYG
Ishares Tr

ETFs
-123
- 8.28%
$75.75 - $80.65 $9.32K - $9.92K
1.36K $109K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-536
- 2.4%
$91.23 - $97.27 $48.9K - $52.1K
21.8K $2.12M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-442
- 3.59%
$103.88 - $123.68 $45.9K - $54.7K
11.9K $1.47M
DFAU
Dimensional ETF Tr

ETFs
-288
- 14.8%
$34.04 - $42.36 $9.8K - $12.2K
1.66K $70K
Activity Summary
Buys All Purchases 111 New Holdings 30 Increased Positions 81 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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