Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,274 shares of IBDW stock, worth $26,868. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,274
Previous 1,274
-0.0%
Holding current value
$26,868
Previous $26,000
3.85%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IBDW
# of Institutions
252Shares Held
77MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.65MShares$76.9 Million1.22% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Advisors Inc3.09MShares$65.2 Million1.09% of portfolio