Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 74,079 shares of IBTF stock, worth $1.73 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
74,079
Previous 54,643 35.57%
Holding current value
$1.73 Million
Previous $1.28 Million 35.66%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Oct 24, 2025
BUY
$23.29 - $23.38 $452,664 - $454,413
19,436 Added 35.57%
74,079 $1.73 Million
Q2 2025

Jul 30, 2025
SELL
$23.29 - $23.38 $153,248 - $153,840
-6,580 Reduced 10.75%
54,643 $1.28 Million
Q1 2025

Apr 30, 2025
BUY
$23.29 - $23.38 $11,668 - $11,713
501 Added 0.83%
61,223 $1.43 Million
Q4 2024

Feb 10, 2025
BUY
$23.25 - $23.37 $18,762 - $18,859
807 Added 1.35%
60,722 $1.42 Million
Q3 2024

Nov 07, 2024
BUY
$23.13 - $23.43 $23,014 - $23,312
995 Added 1.69%
59,915 $1.4 Million
Q2 2024

Aug 08, 2024
SELL
$23.1 - $23.22 $310,625 - $312,239
-13,447 Reduced 18.58%
58,920 $1.37 Million
Q1 2024

Apr 23, 2024
BUY
$23.16 - $23.36 $121,358 - $122,406
5,240 Added 7.81%
72,367 $1.68 Million
Q4 2023

Jan 25, 2024
BUY
$22.97 - $23.28 $348,822 - $353,530
15,186 Added 29.24%
67,127 $1.56 Million
Q3 2023

Nov 09, 2023
BUY
$23.01 - $23.2 $46,710 - $47,096
2,030 Added 4.07%
51,941 $1.2 Million
Q2 2023

Aug 11, 2023
BUY
$23.13 - $23.6 $82,134 - $83,803
3,551 Added 7.66%
49,911 $1.15 Million
Q1 2023

May 08, 2023
BUY
$22.99 - $23.65 $1 Million - $1.03 Million
43,547 Added 1548.06%
46,360 $1.09 Million
Q4 2022

Jan 24, 2023
BUY
$23.05 - $23.48 $64,839 - $66,049
2,813 New
2,813 $0

Others Institutions Holding IBTF

# of Institutions
331
Shares Held
67M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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