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Ishares Tr core strm usbd shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Ishares Tr core strm usbd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core strm usbd held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core strm usbd by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 316k 47.44
2023-12-31 $16M 327k 47.56
2023-09-30 $15M 331k 46.38
2023-06-30 $15M 331k 46.64
2023-03-31 $17M 352k 47.16
2022-12-31 $16M 349k 46.44
2022-09-30 $21M 461k 46.10
2022-06-30 $24M 509k 47.40
2022-03-31 $23M 484k 48.46
2021-12-31 $18M 347k 50.43
2021-09-30 $24M 461k 51.07
2021-06-30 $30M 588k 51.29
2021-03-31 $16M 313k 51.29
2020-12-31 $12M 224k 51.64
2020-09-30 $10M 196k 51.55
2020-06-30 $9.6M 187k 51.47
2020-03-31 $9.5M 189k 50.37
2019-12-31 $9.8M 194k 50.40
2019-09-30 $8.9M 176k 50.49
2019-06-30 $7.5M 150k 50.29
2019-03-31 $6.6M 133k 49.70
2018-12-31 $6.7M 137k 49.06
2018-09-30 $5.6M 115k 48.87
2018-06-30 $5.7M 116k 48.95
2018-03-31 $5.6M 114k 49.30
2017-12-31 $5.6M 112k 49.73
2017-09-30 $6.1M 122k 50.27
2017-06-30 $3.9M 79k 50.21
2017-03-31 $3.9M 78k 50.25
2016-12-31 $3.4M 69k 50.09
2016-09-30 $3.2M 63k 50.52
2016-06-30 $2.6M 26k 101.26
2016-03-31 $2.5M 25k 100.32
2015-12-31 $3.3M 33k 99.52
2015-09-30 $3.3M 33k 100.27
2015-06-30 $3.3M 33k 100.19
2015-03-31 $3.3M 33k 101.01
2014-12-31 $2.3M 23k 100.31
2014-09-30 $2.1M 21k 100.45
2014-06-30 $1.4M 14k 100.30
2014-03-31 $1.1M 11k 100.36

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding Ishares Tr core strm usbd

State of Wisconsin Investment Board
Charles Schwab Investment Management
Trust Point
Bank of America Corporation
Spinnaker Trust
Raymond James & Associates
UBS Group
Mariner Wealth Advisors
Townsend & Associates
Cahaba Wealth Management
Wells Fargo & Company
Prosperity Planning
MBL Wealth
Jpmorgan Chase & Co
Courage Miller Partners

View all funds holding Ishares Tr core strm usbd