Ishares Tr ibonds etf shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Ishares Tr ibonds etf
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All positions including Ishares Tr ibonds etf held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr ibonds etf by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 47k | 24.34 |
| 2025-06-30 | $776k | 32k | 24.27 |
| 2025-03-31 | $773k | 32k | 24.18 |
| 2024-12-31 | $766k | 32k | 23.96 |
| 2024-09-30 | $536k | 22k | 24.37 |
| 2024-06-30 | $472k | 20k | 23.73 |
| 2024-03-31 | $148k | 6.2k | 23.80 |
| 2023-12-31 | $59k | 2.5k | 23.93 |
| 2023-09-30 | $84k | 3.6k | 23.14 |
| 2023-06-30 | $85k | 3.6k | 23.48 |
| 2023-03-31 | $86k | 3.6k | 23.82 |
| 2022-12-31 | $58k | 2.5k | 23.37 |
| 2022-09-30 | $57k | 2.5k | 23.06 |
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