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Ishares Ibonds Dec 2025 Term T shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2025 Term T (IBTF) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Ishares Ibonds Dec 2025 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2025 Term T 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 Ibonds Dec 2025 Term T by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 72k 23.23
2023-12-31 $1.6M 67k 23.28
2023-09-30 $1.2M 52k 23.08
2023-06-30 $1.2M 50k 23.13
2023-03-31 $1.1M 46k 23.53
2022-12-31 $66k 2.8k 23.28

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 Ibonds Dec 2025 Term T

Captrust Financial Advisors
Wells Fargo & Company
GLOBALT Investments LLC / GA
Colony
Bank of America Corporation
UBS Group
Capital Investment Advisors
Royal Bank of Canada
Hills Bank And Trust Company
Advisor Group Holdings
Raymond James Financial Services Advisors
CliftonLarsonAllen Wealth Advisors
InterOcean Capital Group
MV Capital Management
Journey Advisory Group

View all funds holding Ishares Ibonds Dec 2025 Term T