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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cr 5 10 yr etf 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 cr 5 10 yr etf by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
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