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Ishares Tr ibonds dec 28 shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec 28 (IBMQ) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Ishares Tr ibonds dec 28

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All positions including Ishares Tr ibonds dec 28 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 dec 28 by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $597k 23k 25.63
2024-06-30 $583k 23k 25.02
2024-03-31 $437k 17k 25.27
2023-12-31 $614k 24k 25.59
2023-09-30 $380k 16k 24.41
2023-06-30 $578k 23k 25.16
2023-03-31 $588k 23k 25.60
2022-12-31 $577k 23k 25.10
2022-09-30 $392k 16k 24.16
2022-06-30 $406k 16k 25.03
2022-03-31 $413k 16k 25.46
2021-12-31 $362k 13k 27.25