Phillips Financial Management, LLC SPDR HIGH YIELD BOND ETF Transaction History

Phillips Financial Management, LLC

$1.25 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 06, 2020	SELL	N/A	-47,804 Closed	0 $0
Q2 2020 Aug 07, 2020	SELL	N/A	-1,034 Reduced 2.12%	47,804 $4.84 Million
Q1 2020 May 15, 2020	SELL	N/A	-2,125 Reduced 4.17%	48,838 $4.48 Million
Q4 2019 Feb 19, 2020	BUY	N/A	1,351 Added 2.72%	50,963 $5.58 Million
Q3 2019 Nov 12, 2019	BUY	N/A	7,724 Added 18.44%	49,612 $5.4 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-83,071 Reduced 66.48%	41,888 $4.54 Million
Q1 2019 May 07, 2019	SELL	N/A	-1,066 Reduced 0.85%	124,959 $4.48 Million
Q4 2018 Feb 04, 2019	SELL	N/A	-37,753 Reduced 23.05%	126,025 $4.23 Million
Q3 2018 Nov 14, 2018	BUY	N/A	1,866 Added 1.15%	163,778 $5.89 Million
Q2 2018 Aug 09, 2018	SELL	N/A	-729 Reduced 0.45%	161,912 $5.72 Million
Q1 2018 May 11, 2018	SELL	N/A	-4,891 Reduced 2.92%	162,641 $5.81 Million
Q4 2017 Feb 01, 2018	BUY	N/A	3,310 Added 2.02%	167,532 $6.2 Million
Q3 2017 Nov 14, 2017	BUY	N/A	2,372 Added 1.47%	164,222 $6.13 Million
Q2 2017 Aug 11, 2017	BUY	N/A	161,850	161,850 $6.05 Million

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