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Ishares Tr ibonds dec2026 shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 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 ibonds dec2026 by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 67k 23.85
2023-12-31 $1.2M 50k 23.90
2023-09-30 $851k 37k 23.33
2023-06-30 $856k 37k 23.47
2023-03-31 $853k 36k 23.73

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 ibonds dec2026

Bank of America Corporation
Shufro Rose & Co
UBS Group
Capital Advisors
Mercer Global Advisors
Raymond James Financial Services Advisors
Royal Bank of Canada
Stifel Financial
Wells Fargo & Company
Sigma Investment Counselors
Klingman & Associates
HighTower Advisors
Kathmere Capital Management
Granite Bay Wealth Management
Sound View Wealth Advisors Group

View all funds holding Ishares Tr ibonds dec2026