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Ishares Ibonds Dec 2026 Term T shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Ishares Ibonds Dec 2026 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2026 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 2026 Term T by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 52k 22.71
2023-12-31 $686k 30k 22.86
2023-09-30 $700k 31k 22.47
2023-06-30 $706k 31k 22.65
2023-03-31 $719k 31k 23.08

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 2026 Term T

Capital Investment Advisors
Wells Fargo & Company
Bank of America Corporation
InterOcean Capital Group
UBS Group
Bailard
Stratos Wealth Partners
MV Capital Management
Journey Advisory Group
Trust
Raymond James Financial Services Advisors
Commonwealth Equity Services
Krilogy Financial
Baltimore-Washington Financial Advisors
Steward Partners Investment Advisory

View all funds holding Ishares Ibonds Dec 2026 Term T