Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 9,188 shares of IBTH stock, worth $206,454. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,188

Previous 8,965 2.49%

Holding current value

$206,454

Previous $201,000 2.49%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$22.36 - $22.52 $4,986 - $5,021	223 Added 2.49%	9,188 $206,000
Q2 2025 Jul 30, 2025	SELL	$22.3 - $22.57 $102,178 - $103,415	-4,582 Reduced 33.82%	8,965 $201,000
Q1 2025 Apr 30, 2025	BUY	$22.11 - $22.43 $14,393 - $14,601	651 Added 5.05%	13,547 $303,000
Q4 2024 Feb 10, 2025	BUY	$22.1 - $22.59 $285,001 - $291,320	12,896 New	12,896 $286,000
Q3 2023 Nov 09, 2023	BUY	$21.77 - $22.29 $239 - $245	11 Added 0.93%	1,191 $26,000

Q2 2023 Aug 11, 2023	BUY	$22.15 - $22.9 $243 - $251	11 Added 0.94%	1,180 $26,000
Q1 2023 May 08, 2023	BUY	$21.92 - $22.83 $25,624 - $26,688	1,169 New	1,169 $26,000

Others Institutions Holding IBTH

# of Institutions

287

Shares Held

60.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
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Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History