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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
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)
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 iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Bank of New York Mellon
Bank of America Corporation
Mercer Global Advisors
Creative Planning
Jane Street
UBS Group
Royal Bank of Canada
Franklin Resources
Tiaa Trust, National Association
Jpmorgan Chase & Co
Captrust Financial Advisors
Us Bancorp
Citigroup
Mariner Wealth Advisors
Bank Of Montreal

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