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Ishares Tr cmn shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn 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 cmn by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 20k 103.36
2025-06-30 $2.1M 21k 102.91
2025-03-31 $2.3M 23k 103.47
2024-12-31 $2.3M 23k 100.60
2024-09-30 $2.9M 28k 101.32
2024-06-30 $3.3M 34k 99.49
2024-03-31 $3.4M 35k 99.43
2023-12-31 $3.4M 34k 98.59
2023-09-30 $3.7M 38k 96.92
2023-06-30 $3.6M 37k 97.60
2023-03-31 $3.6M 37k 99.23
2022-12-31 $4.0M 41k 96.96
2022-09-30 $4.4M 46k 96.12
2022-06-30 $4.5M 45k 101.42
2022-03-31 $4.2M 40k 104.95
2021-12-31 $2.9M 27k 105.87
2021-09-30 $2.2M 21k 105.63
2021-06-30 $2.0M 19k 106.29
2021-03-31 $1.7M 16k 105.70
2020-12-31 $1.5M 14k 104.46
2020-09-30 $1.2M 12k 104.02
2020-06-30 $1.2M 11k 102.38
2020-03-31 $1.2M 12k 99.87
2019-12-31 $1.2M 12k 100.72
2019-09-30 $1.2M 12k 100.16
2019-06-30 $1.1M 11k 100.06
2019-03-31 $1.0M 10k 99.65
2018-12-31 $1000k 10k 97.98
2018-09-30 $1.0M 10k 98.63
2018-06-30 $1.0M 10k 99.30
2018-03-31 $1.0M 10k 99.91
2017-12-31 $1.0M 10k 99.85
2017-09-30 $1.1M 11k 100.38
2017-06-30 $1.0M 10k 100.20
2017-03-31 $1.0M 10k 101.56

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Phillips Financial Management

Top funds holding Ishares Tr cmn

BlackRock
Betterment
LPL Financial
Envestnet Asset Management
FMR
Comprehensive Portfolio Management
Modera Wealth Management
Morgan Stanley
Jpmorgan Chase & Co
3EDGE Asset Management
O'shaughnessy Asset Management
Wealthcare Advisory Partners
Dynasty Wealth Management
Quotient Wealth Partners
Partners Capital Investment Group

View all funds holding Ishares Tr cmn