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Ishares Tr ibonds 24 trm hg shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Ishares Tr ibonds 24 trm hg (IBHD) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Ishares Tr ibonds 24 trm hg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds 24 trm hg 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 24 trm hg by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 65k 23.21
2023-09-30 $724k 31k 23.20
2023-06-30 $720k 31k 23.08
2023-03-31 $721k 31k 23.13

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)
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 Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Phillips Financial Management

Top funds holding Ishares Tr ibonds 24 trm hg

AE Wealth Management
Mid-American Wealth Advisory Group
Arrow Financial Corp.
Bank of America Corporation
Wells Fargo & Company
Asset Dedication
HighTower Advisors
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Baltimore-Washington Financial Advisors
EP Wealth Advisors
Royal Bank of Canada
Mutual Advisors
Wright Fund Managment
Raymond James & Associates

View all funds holding Ishares Tr ibonds 24 trm hg