Ishares Tr cr 5 10 yr etf shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Ishares Tr cr 5 10 yr etf (IMTB) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Ishares Tr cr 5 10 yr etf
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Quarterly reported holdings in Ishares Tr cr 5 10 yr etf by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 39k | 44.21 |
| 2025-06-30 | $1.7M | 40k | 43.63 |
| 2025-03-31 | $1.8M | 41k | 43.40 |
| 2024-12-31 | $1.9M | 44k | 42.44 |
| 2024-09-30 | $2.0M | 46k | 44.53 |
| 2024-06-30 | $2.1M | 49k | 42.60 |
| 2024-03-31 | $2.3M | 53k | 42.90 |
| 2023-12-31 | $2.2M | 51k | 43.50 |
| 2023-09-30 | $2.2M | 55k | 41.18 |
| 2023-06-30 | $2.3M | 54k | 43.07 |
| 2023-03-31 | $2.5M | 56k | 43.80 |
| 2022-12-31 | $2.4M | 57k | 42.76 |
| 2022-09-30 | $3.6M | 85k | 42.26 |
| 2022-06-30 | $2.9M | 65k | 44.76 |
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