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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Phillips Financial Management

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Tip: Access up to 7 years of quarterly data

All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf 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 iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 44k 106.78
2025-06-30 $4.4M 42k 106.34
2025-03-31 $4.9M 46k 105.60
2024-12-31 $5.0M 47k 105.48
2024-09-30 $4.8M 45k 106.19
2024-06-30 $5.0M 48k 104.55
2024-03-31 $5.8M 56k 104.73
2023-12-31 $5.8M 55k 105.43
2023-09-30 $6.3M 61k 102.86
2023-06-30 $6.3M 61k 104.04
2023-03-31 $6.5M 62k 104.68
2022-12-31 $7.9M 76k 104.27
2022-09-30 $5.8M 56k 102.66
2022-06-30 $5.3M 50k 104.66
2022-03-31 $5.9M 56k 104.60
2021-12-31 $3.8M 35k 107.38
2021-09-30 $3.5M 33k 107.58
2021-06-30 $3.5M 33k 107.81
2021-03-31 $3.7M 34k 107.81
2020-12-31 $2.3M 21k 108.13
2020-09-30 $3.6M 33k 108.09
2020-03-31 $3.0M 29k 105.57
2019-12-31 $2.3M 22k 106.79
2019-09-30 $2.1M 20k 106.55
2019-06-30 $2.4M 23k 106.44
2019-03-31 $2.9M 27k 105.82
2016-12-31 $1.2M 11k 105.29
2014-06-30 $1.4M 14k 106.24
2014-03-31 $1.5M 15k 106.23
2013-12-31 $1.9M 18k 106.29
2013-09-30 $1.5M 14k 106.10
2013-06-30 $1.4M 13k 105.59
2012-09-30 $1.2M 11k 106.82
2012-06-30 $1.2M 11k 106.95
2012-03-31 $1.2M 11k 106.77
2011-09-30 $1.2M 12k 106.62
2011-06-30 $1.2M 12k 106.46

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 iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Mercer Global Advisors
Morgan Stanley
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Franklin Resources
Captrust Financial Advisors
UBS Group
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
Envestnet Asset Management
NISA Investment Advisors

View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF