Ishares Tr broad usd high shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Ishares Tr broad usd high (USHY) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Ishares Tr broad usd high
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Quarterly reported holdings in Ishares Tr broad usd high by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $16M | 446k | 36.59 |
| 2023-12-31 | $16M | 444k | 36.35 |
| 2023-09-30 | $15M | 425k | 34.71 |
| 2023-06-30 | $15M | 412k | 35.30 |
| 2023-03-31 | $13M | 372k | 35.55 |
| 2022-12-31 | $13M | 361k | 34.53 |
| 2022-09-30 | $12M | 361k | 33.62 |
| 2022-06-30 | $12M | 338k | 34.62 |
| 2022-03-31 | $14M | 358k | 38.86 |
| 2021-12-31 | $12M | 296k | 41.19 |
| 2021-09-30 | $11M | 253k | 41.50 |
| 2021-06-30 | $8.3M | 200k | 41.72 |
| 2021-03-31 | $4.7M | 114k | 41.19 |
| 2020-12-31 | $4.3M | 103k | 41.26 |
| 2020-09-30 | $3.5M | 88k | 39.47 |
| 2020-06-30 | $3.0M | 79k | 38.22 |
| 2020-03-31 | $2.5M | 73k | 34.39 |
| 2019-12-31 | $2.7M | 66k | 41.10 |
| 2019-09-30 | $2.4M | 58k | 40.95 |
| 2019-06-30 | $2.0M | 48k | 40.80 |
| 2019-03-31 | $1.6M | 34k | 48.42 |
| 2018-12-31 | $1.3M | 28k | 45.84 |
More positions owned by Phillips Financial Management
View all positions for Phillips Financial Management