Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 107,313 shares of IBDR stock, worth $2.55 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
107,313
Previous 89,456 19.96%
Holding current value
$2.55 Million
Previous $2.12 Million 19.96%
% of portfolio
0.18%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
N/A
17,857 Added 19.96%
107,313 $2.55 Million
Q2 2025

Jul 30, 2025
SELL
N/A
-377 Reduced 0.42%
89,456 $2.12 Million
Q3 2024

Nov 07, 2024
BUY
$23.75 - $23.75 $54,268 - $54,268
2,285 Added 2.61%
89,833 $2.13 Million
Q2 2024

Aug 08, 2024
BUY
$23.65 - $23.82 $475,577 - $478,996
20,109 Added 29.82%
87,548 $2.09 Million
Q1 2024

Apr 23, 2024
BUY
$23.76 - $23.98 $406,462 - $410,225
17,107 Added 33.99%
67,439 $1.61 Million
Q4 2023

Jan 25, 2024
BUY
$23.15 - $23.9 $320,951 - $331,349
13,864 Added 38.02%
50,332 $1.2 Million
Q3 2023

Nov 09, 2023
BUY
$23.28 - $23.6 $162 - $165
7 Added 0.02%
36,468 $850,000
Q2 2023

Aug 11, 2023
BUY
$23.42 - $23.83 $11,663 - $11,867
498 Added 1.38%
36,461 $855,000
Q1 2023

May 08, 2023
BUY
$23.14 - $23.86 $832,183 - $858,077
35,963 New
35,963 $853,000

Others Institutions Holding IBDR

# of Institutions
464
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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