Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 49,154 shares of IBMQ stock, worth $1.25 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
49,154
Previous 48,020 2.36%
Holding current value
$1.25 Million
Previous $1.22 Million 3.28%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 24, 2025
BUY
$25.37 - $25.79 $28,769 - $29,245
1,134 Added 2.36%
49,154 $1.26 Million
Q2 2025

Jul 30, 2025
BUY
$24.88 - $25.41 $615,531 - $628,643
24,740 Added 106.27%
48,020 $1.22 Million
Q2 2024

Aug 08, 2024
BUY
$24.81 - $25.19 $148,140 - $150,409
5,971 Added 34.5%
23,280 $582,000
Q1 2024

Apr 23, 2024
SELL
$25.27 - $25.61 $168,500 - $170,767
-6,668 Reduced 27.81%
17,309 $437,000
Q4 2023

Jan 25, 2024
BUY
$24.26 - $25.61 $204,244 - $215,610
8,419 Added 54.11%
23,977 $613,000
Q3 2023

Nov 09, 2023
SELL
$24.41 - $25.28 $181,073 - $187,527
-7,418 Reduced 32.29%
15,558 $379,000
Q4 2022

Jan 24, 2023
BUY
$24.12 - $25.25 $162,906 - $170,538
6,754 Added 41.63%
22,976 $0
Q1 2022

May 06, 2022
BUY
$25.41 - $27.2 $74,705 - $79,968
2,940 Added 22.14%
16,222 $413,000
Q4 2021

Feb 07, 2022
BUY
$27.06 - $27.29 $359,410 - $362,465
13,282 New
13,282 $362,000

Others Institutions Holding IBMQ

# of Institutions
179
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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