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Ishares Tr core intl aggr shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Ishares Tr core intl aggr

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All positions including Ishares Tr core intl aggr 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 intl aggr by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 360k 51.82
2024-06-30 $20M 391k 49.92
2024-03-31 $21M 412k 49.95
2023-12-31 $22M 436k 49.80
2023-09-30 $22M 448k 48.78
2023-06-30 $22M 449k 49.29
2023-03-31 $22M 442k 48.95
2022-12-31 $21M 443k 47.55
2022-09-30 $23M 476k 48.32
2022-06-30 $24M 472k 49.81
2022-03-31 $29M 554k 52.13
2021-12-31 $29M 537k 54.53
2021-09-30 $28M 502k 55.02
2021-06-30 $25M 459k 55.10
2021-03-31 $23M 412k 54.86
2020-12-31 $21M 373k 56.21
2020-09-30 $18M 329k 55.66
2020-06-30 $17M 299k 55.68
2020-03-31 $16M 297k 54.46
2019-12-31 $16M 295k 54.79
2019-09-30 $15M 264k 55.79
2019-06-30 $12M 213k 54.43
2019-03-31 $10M 191k 53.18
2018-12-31 $9.0M 172k 52.21
2018-09-30 $8.0M 154k 52.04
2018-06-30 $7.2M 137k 52.67
2018-03-31 $6.4M 122k 52.63
2017-12-31 $5.7M 110k 52.23
2017-09-30 $5.1M 99k 51.71
2017-06-30 $4.6M 89k 51.67
2017-03-31 $3.7M 71k 52.03
2016-12-31 $2.8M 54k 51.68
2016-09-30 $2.1M 40k 52.89
2016-06-30 $994k 19k 53.17

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)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

Top funds holding Ishares Tr core intl aggr

BlackRock
BlackRock
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Matson Money
Jones Financial Companies, L.L
Bnp Paribas Investment Partners
WealthNavi
Mather Group
SageView Advisory Group
Mirae Asset Global Investments
Commonwealth Equity Services
Bank of America Corporation
Syon Capital
Henderson Group

View all funds holding Ishares Tr core intl aggr