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Ishares Tr cmn shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Ishares Tr cmn

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All positions including Ishares Tr cmn 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 cmn by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.5k 326 23.02
2025-09-30 $1.2k 53 23.11
2025-06-30 $1.2k 53 22.98

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Phillips Financial Management

Top funds holding Ishares Tr cmn

LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Wealth Enhancement Advisory Services
Assetmark
Charles Schwab Investment Management
Hanson McClain Advisors
Jordan Park Group
Fund Evaluation Group
BlackRock
Morningstar Investment Management
FMR

View all funds holding Ishares Tr cmn